LEVEL WEALTH MANAGEMENT LLC

204 Muirs Chapel Road
Suite 100
Greensboro, North Carolina 27410
Tel: 336-355-1432

About LEVEL WEALTH MANAGEMENT LLC

LEVEL WEALTH MANAGEMENT LLC, formally registered with the SEC as LEVEL WEALTH MANAGEMENT LLC. The firm was established in 09/19/2022. They have over 2 offices throughout the country.

LEVEL WEALTH MANAGEMENT LLC is a Greensboro, North Carolina based Financial Planning firm with nearly $181,725,611 assets under management, offering retirement planning & investment advisory services to 372 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301381
SEC#	801-126572
Assets Managed by Firm	$181,725,611
No. of Clients	372
No. of Advisors	3

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	372	$181,725,611
Individuals (other than high net worth individuals)	15	$4,665,062
High net worth individuals	69	$177,060,549

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