Lever Wealth Management

Overview

Lever Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements are non-asset-based: the firm charges hourly and fixed fees. The firm describes itself as a capital allocator and identifies as an active ESG investor, suggesting environmental, social, and governance considerations are incorporated into portfolio decisions. Lever Wealth Management is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives