Level Wealth Management LLC
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
FINTRXOverview
Level Wealth Management LLC is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual proprietor. The firm serves primarily individual and family clients and charges fixed fees for its services. Its client-facing activities focus on financial planning and discretionary portfolio management for individuals and small businesses. Level Wealth does not identify as an active ESG investor, does not function as a capital allocator to third-party alternative managers, and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$239M in ETFs
93%
$221M
6%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $68.9M | 186,228 | 28.88% |
Location
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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