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LEVEL WEALTH MANAGEMENT LLC

CRD 301381 · SEC 801-126572

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701 GREEN VALLEY RD, SUITE 100, GREENSBORO, NC, 27408, United States

Phone

336-355-1432

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$236.5M

Discretionary AUM

$234.1M

Team

3 total employees; 2 advisory reps; 7 broker-dealer reps

Clients

0

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals15$5.8M
High net worth individuals79$230.8M

States served

NC

All web addresses on file

Official SEC filing: View on IAPD