LEVEL WEALTH MANAGEMENT LLC

LEVEL WEALTH MANAGEMENT LLC of GREENSBORO, NC is an SEC-registered investment adviser (CRD 301381). Regulatory assets under management: $236.5M.

Registration

• CRD: 301381
• SEC file number: 801-126572
• Type: Registered investment adviser
• Location: 701 GREEN VALLEY RD, SUITE 100, GREENSBORO, NC, 27408
• Phone: 336-355-1432
• Latest filing: 2026-01-22
• Regulatory AUM: $236.5M
• Discretionary AUM: $234.1M
• Non-discretionary AUM: $2.4M
• Clients: 3
• Accounts: 432

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301381 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search