LEVEL WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- GREENSBORO, North Carolina
- CRD number
- 301381
- Registered since
- September 19, 2022
- Website
- www.levelwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI97.56%
- Individuals2.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Level Wealth Management LLC is an independent registered investment advisor organized as an LLC and SEC-registered since 2022. The firm is individually owned and focuses on fee-based relationships with individuals and families, delivering financial planning and discretionary portfolio management for individuals and small businesses. It reports a fixed-fee billing model, does not identify as an active ESG investor, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2Richard Cook
Financial PlannerCRD 6348762
AARON PARRISH
PresidentCRD 5602021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$203M in ETFs
92%
$186M
6%
$17M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $54.7M | 170,460 | 26.98% |
Location
GREENSBORO, NC
GUILFORD
Location
GREENSBORO, NC
Headquartered in GREENSBORO, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- GUILFORD
- Address
- 701 Green Valley Rd
- Time zone
- ET (UTC-5)
- Office locations
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