3RD LEVEL WEALTH

Overview

3rd Level Wealth is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and positions itself as a traditional adviser using public funds as the core building blocks of client portfolios while supplementing allocations with third‑party real estate exposure. It does not identify as an ESG-focused manager, and it does not function as a multi-state or institutional pension consultant or as a capital allocator in the sense of running internal alternative fund platforms. Investment activity centers on managed mutual fund/public fund portfolios for core equity and fixed-income exposure, with selective use of external real estate managers to introduce alternative diversification. Business operations also include activities categorized as other financial product sales, suggesting the firm may use non‑advisory product solutions in certain client situations.

Assets & Accounts

Investments & Alternatives

Location & Offices