Level Financial Advisors, Inc.
● SEC registered since 1981CRD 110641SEC# 801-15900East Amherst, NY
Reg. AUM
$862.7M
Employees
15
Accounts
2,137
Location
East Amherst, NY
Level Financial Advisors, Inc. assets under management
Level Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in East Amherst, NY. The firm has been registered since 1981. It reports $862.7 million in regulatory assets under management and employs 15 people.
Level Financial Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bethany May Wagner Control | Chief Compliance Officer | Under 5% | 2024 |
| Elise Fay Murphy Control | Director Of Client Services | Under 5% | 2023 |
| Michael Clark Heburn Control | Chief Operating Officer | 5-10% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Level Financial Advisors, Inc. manage?
Level Financial Advisors, Inc. reports $862.7 million in regulatory assets under management on its Form ADV.
How many employees does Level Financial Advisors, Inc. have?
Level Financial Advisors, Inc. reports 15 employees.
Where is Level Financial Advisors, Inc. located?
Level Financial Advisors, Inc. is based in East Amherst, NY and has been SEC-registered since 1981.
Does Level Financial Advisors, Inc. disclose fund performance?
Level Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9310 Transit Road, Suite 300, East Amherst, NY 14051 |
| Phone | 716-634-6113 |
| Fax | 716-810-9445 |
| Office hours | 8:30a.m.- 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$862.7M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$862.7Mregulatory AUM
Discretionary $837.8MNon-discretionary $24.9M