Western Level Advisors LLC

Overview

Western Level Advisors LLC is a small, independent registered investment adviser serving individual, family and small institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting in its client services. It operates under an owner-type structure listed as Individual and follows a dual fee schedule that includes a percentage-of-AUM component alongside hourly charges for advisory work. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded instruments. The firm does not identify as an active ESG investor. Its structure and service mix suggest a boutique RIA model: a concentrated client base, hands-on planning and discretionary portfolio management where authorized, and the use of third-party vehicles for exposure the firm does not manage directly.

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Public Holdings

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Location & Offices