LEVEL WEALTH MANAGEMENT LLC
Adviser information for LEVEL WEALTH MANAGEMENT LLC last updated from Form ADV on January 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 298 | $122.3M |
| Non-Discretionary | 5 | $2.0M |
| Total | 303 | $124.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $5.2M |
| HNW Individuals | 56 | $119.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 65 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-126572 |
|---|---|
| SEC ERA File Number | 801-126572 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 301381 |
| Legal Entity Identifier | None |
Principal Office
204 MUIRS CHAPEL ROADSUITE 100
GREENSBORO
NC
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 336-355-1432, Fax: None
Chief Compliance Officer
AARON PARRISH
PRESIDENT
204 MUIRS CHAPEL ROAD
SUITE 100
GREENSBORO
NC
United States
Tel:
(336) 355-1432
A****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PARRISH, AARON, HEDRICK | Individual | – | PRESIDENT AND CCO | 03/2019 | > 75% |