Western Level Advisors LLC

Overview

Western Level Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and lists core advisory capabilities that include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives