LEVEL WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$237M
Discretionary
$234M
99% of AUM
Avg account
$548K
Accounts
432
Employees
3
Advisory reps
2

Firm details

Headquarters
GREENSBORO, North Carolina
CRD number
301381
Registered since
September 19, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees
Client types
  • HNWI97.56%
  • Individuals2.44%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Level Wealth Management LLC is an independent registered investment advisor organized as an LLC and SEC-registered since 2022. The firm is individually owned and focuses on fee-based relationships with individuals and families, delivering financial planning and discretionary portfolio management for individuals and small businesses. It reports a fixed-fee billing model, does not identify as an active ESG investor, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 5%, Cash & Cash Equivalents 5%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • State & Local Bonds1%

Contacts

2 of 2
  • Richard Cook

    Financial PlannerCRD 6348762

  • AARON PARRISH

    PresidentCRD 5602021

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$203M in ETFs

Passive

92%

$186M

Active

6%

$17M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$54.7M170,46026.98%

Location

Primary office

GREENSBORO, NC

GUILFORD

Location

GREENSBORO, NC

Headquartered in GREENSBORO, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
GUILFORD
Address
701 Green Valley Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth