WESTERN LEVEL ADVISORS LLC

WESTERN LEVEL ADVISORS LLC is an SEC-registered investment adviser (CRD 323014). Regulatory assets under management: $23.1M.

Registration

• CRD: 323014
• Type: Registered investment adviser
• Phone: 4155962464
• Latest filing: 2026-02-17
• Regulatory AUM: $23.1M
• Discretionary AUM: $18.0M
• Non-discretionary AUM: $5.0M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323014 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search