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LEVEL EQUITY

NEW YORK, NY · CRD 160016 · IAPD ↗ · levelequity.com · 212-660-2470

$6.46BRegulatory AUM
46Advisory reps
52Employees
0Clients
n/aPlanning clients
18Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — LEVEL EQUITY reported RAUM up 52% ($3.49B -> $5.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — LEVEL EQUITY grew from 39 to 44 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.