LEVER WEALTH MANAGEMENT

LEVER WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 332364). Regulatory assets under management: $50.0M.

Registration

• CRD: 332364
• Type: Registered investment adviser
• Phone: 812-629-7608
• Latest filing: 2026-04-07
• Regulatory AUM: $50.0M
• Discretionary AUM: $50.0M
• Clients: 3
• Accounts: 98

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332364 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search