CoverProfile

Todd Levy

Managing Director, Partner, Founder

Altium Wealth

United States, New York, Purchase

About Me

Todd Levy, is a Managing Director at Altium Wealth Management. He brings 20 years of consulting and planning experience to high net-worth individuals, their families and their businesses. Todd's clients enjoy a superior level of clarity and control over every aspect of their financial life so they can make precise decisions about their future. Todd and the Altium team help design financial plans that adjust and adapt to each client’s changing needs. Through constant communication and relentless execution, they ensure that every last detail in a client’s plan is executed, updated and continues to evolve long after the typical financial planning process is over. Todd and his team are proud

View more

Profile Information

Managing Director, Partner, Founder

Altium Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Purchase

New York

United States

Jun 29, 2025

More profiles to browse

JD
Jim Dowling
Partner, Founder
Profile Photo
Gregory Slater
Partner & Chief Investment Officer
AN
Adam Nalewajek
Vice President, Director, Wealth Planning and Partner
Profile Photo
James Giangrande
Partner, Founder

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Dennis Hanson
Principal
Jamison Hanson
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)