WESTERN LEVEL ADVISORS LLC
CRD 323014
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$23.1M
Discretionary AUM
$18.0M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Verify reputation
Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.
- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
- Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $7.2M |
| High net worth individuals | 5 | $10.8M |
| Pension/profit sharing plans | 16 | $5.0M |
All web addresses on file
- https://www.WesternLevel.com
- https://www.linkedin.com/in/jon-fritzinger
- https://www.linkedin.com/company/western-level-advisors/about/?viewAsMember=true
- https://www.instagram.com/westernleveladvisors/
- https://www.youtube.com/@WesternLevelAdvisors
- https://westernlevel.com/commentary
- https://twitter.com/WesternLevel
Official SEC filing: View on IAPD