GREENSBORO, NCCRD 301381Latest ADV January 22, 2026
Level Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated January 22, 2026, reports $237M in regulatory assets under management, 3 employees, 1 office, and 432 accounts.
Assets Under Management
$237M
Employees
3
Offices
1 office
Total Clients
94
Primary office
GREENSBORO, NC
701 GREEN VALLEY RD, SUITE 100, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.0% of total clients.
Top client categories% of clientsClients
1
HNWI
84.0%
79
2
Individuals
16.0%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$237Mas of January 22, 2026
Discretionary99.0%
$234M
99% of total RAUM99.0%
Non-discretionary1.0%
$2M
1% of total RAUM1.0%
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.
Total AUM$237M
Total Accounts432
10Y AUM Change+$135M (+132.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee31:1
10Y Employee Change+2 (+200.0%)
* 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.