Firm profile

LEVEL FINANCIAL ADVISORS, INC.

EAST AMHERST, NYCRD 110641Latest ADV March 23, 2026

Level Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in East Amherst, NY. Its latest Form ADV filing, dated March 23, 2026, reports $863M in regulatory assets under management, 15 employees, 4 offices, and 2,137 accounts.

Assets Under Management
$863M
Employees
15
Offices
4 offices
Total Clients
705
Primary office
EAST AMHERST, NY
9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOBethany M. Wagner
COOMichael C. Heburn
CIOSteven M. Elwell

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 65.7% of total clients.
Top client categories% of clientsClients
1
Individuals
65.7%
463
2
HNWI
34.3%
242

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$863Mas of March 23, 2026
Discretionary97.1%
$838M
97% of total RAUM97.1%
Non-discretionary2.9%
$25M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$863M
Total Accounts2,137
10Y AUM Change+$556M (+181.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee47:1
10Y Employee Change+2 (+15.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.