Level Wealth Management LLC
● SEC registered since 2022CRD 301381SEC# 801-126572Greensboro, NC
Reg. AUM
$236.5M
Employees
3
Accounts
432
Location
Greensboro, NC
Level Wealth Management LLC assets under management
Level Wealth Management LLC is an investment advisory firm registered with the SEC based in Greensboro, NC. The firm has been registered since 2022. It reports $236.5 million in regulatory assets under management and employs 3 people.
Level Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Hedrick Parrish Control | President And Cco | Over 75% | 2019 |
Frequently asked questions
How much does Level Wealth Management LLC manage?
Level Wealth Management LLC reports $236.5 million in regulatory assets under management on its Form ADV.
How many employees does Level Wealth Management LLC have?
Level Wealth Management LLC reports 3 employees.
Where is Level Wealth Management LLC located?
Level Wealth Management LLC is based in Greensboro, NC and has been SEC-registered since 2022.
Does Level Wealth Management LLC disclose fund performance?
Level Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Green Valley Rd, Suite 100, Greensboro, NC 27408 |
| Phone | 336-355-1432 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$236.5M▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$236.5Mregulatory AUM
Discretionary $234.1MNon-discretionary $2.4M