Lever Wealth Management

Overview

Lever Wealth Management is an independent RIA structured as a limited liability company that serves individual and family clients. The firm operates primarily as a capital allocator: it provides financial planning, manages portfolios for individuals and small businesses, and selects outside advisers when appropriate. Fee arrangements are non-standard for many RIAs — the firm charges hourly and fixed fees rather than relying on a percentage of assets for some engagements — which points to a planning-first relationship model for at least part of the client base. Investment orientation is equity‑centric. The firm signals a clear preference for exchange‑traded equities as the primary building blocks of client portfolios and identifies itself as an active ESG investor, which suggests ESG factors are integrated into security selection and manager evaluation. Because Lever Wealth Management also acts as a selector of other advisers, its implementation can include direct equity exposure, model/SMAs and third‑party managers depending on client goals.

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Public Holdings

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Location & Offices