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LEVEL WEALTH MANAGEMENT LLC
CRD 301381File 801-126572
APPROVED
Retail clients
Filing as of Jan 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$236.5M
Below cohort median (national)
Discretionary AUM
$234.1M
Non-discretionary $2.4M
Clients
94
432 accounts
Employees
3
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 19, 2022
- Principal office
- 701 GREEN VALLEY RD, SUITE 100, GREENSBORO, NC, 27408
- Phone
- 336-355-1432
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $236.5M
- Discretionary AUM
- $234.1M
- Non-discretionary AUM
- $2.4M
- Discretionary accounts
- 427
- Non-discretionary accounts
- 5
- Total accounts
- 432
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $230.8M |
| Individuals (other than high net worth individuals) | 15 | $5.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.