LEVEL WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$236,530,307
Discretionary
$234,130,097
Non-discretionary
$2,400,210
Firm details
- CRD number
- 301381
- SEC file number
- 801-126572
- Main office
- GREENSBORO, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Fixed fees
As of November 2026.