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LEVEL FINANCIAL ADVISORS, INC.

EAST AMHERST, NY · CRD 110641 · IAPD ↗ · levelfa.com · 716-634-6113

$975.2MRegulatory AUM
10Advisory reps
16Employees
15Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — LEVEL FINANCIAL ADVISORS, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2026 — LEVEL FINANCIAL ADVISORS, INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
February 2026 — LEVEL FINANCIAL ADVISORS, INC. reported RAUM up 27% ($684.2M -> $868.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
December 2025 — LEVEL FINANCIAL ADVISORS, INC. added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
September 2024 — LEVEL FINANCIAL ADVISORS, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — LEVEL FINANCIAL ADVISORS, INC. moved its main office from AMHERST, NY to EAST AMHERST, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.