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John Edward Levangie

Darrow Wealth Management

Needham, MA

Braintree, MA

CRD 5987402

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Employer firm

Darrow Wealth Management CRD 105679

$392M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Darrow Wealth Management

200 Reservoir Street Suite 303, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-15
  • MA RA
    APPROVED
    Since 2026-07-15

Branch Locations

200 Reservoir Street Suite 303, Needham, MA 02494 • United States

Braintree, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gw & Wade, Llc Wellesley MA 04/2011 01/2017
Gw & Wade, Llc Wellesley MA 01/2017 05/2019
Gw & Wade, Llc Wellesley MA 05/2019 05/2021
Darrow Wealth Management Needham MA 06/2021 05/2022
Wedmont Private Capital Braintree MA 05/2022 01/2025
Anchor Capital Advisors Llc Boston MA 01/2025 06/2026
Darrow Wealth Management Needham MA 07/2026 Present
Previous Registrations
Other Businesses

the name of the other business; John LeVangie, Trustee whether the business is investment-related; the address of the other business; 30 Canavan Drive, Braintree, MA 02184 the nature of the other business; trustee services your position; trustee title, or relationship with the other business; trustee the start date of your relationship; 04/18/2017 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; invest trust assets file trust tax returns the name of the other business; Liberty Grove Tax Services, LLC whether the business is investment-related; not investment related the address of the other business; 30 Canavan Drive, Braintree, MA 02184 the nature of the other business; tax preparation services your position; sole proprietor title, or relationship with the other business; sole proprietor the start date of your relationship; 09/26/2025 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; tax preparation services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-03
  • S66 Uniform Combined State Law Examination
    2012-03-03

View on SEC IAPD

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