Level Wealth Management LLC

RIASEC Registered

Total AUM

$237M

Discretionary

$234M

99% of AUM

Avg account

$548K

Accounts

432

Employees

3

Advisory reps

3

Firm details

Headquarters: Greensboro, North Carolina
CRD number: 301381
Registered since: September 19, 2022
Website: www.levelwm.com
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 adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registered in 2022) and focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. It operates on a fixed-fee basis, does not position itself as a capital allocator, and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds86%
Exchange Traded Equities5%
Cash & Cash Equivalents5%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 58

Active vs passive

$245M in ETFs

Passive

93%

$226M

Active

5%

$18.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$70.7M	188,814	28.89%

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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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