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LEVEL FOUR ADVISORY SERVICES

DALLAS, TX · CRD 134086 · IAPD ↗ · financialbootcamp.com · 972-665-0878

$6.54BRegulatory AUM
119Advisory reps
136Employees
98Clients
101-250Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — LEVEL FOUR ADVISORY SERVICES shrank from 120 to 115 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
81
April 2024 — LEVEL FOUR ADVISORY SERVICES grew from 109 to 120 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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