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LEVEL WEALTH MANAGEMENT LLC

GREENSBORO, NC · CRD 301381 · IAPD ↗ · 336-355-1432

$236.5MRegulatory AUM
2Advisory reps
3Employees
7Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — LEVEL WEALTH MANAGEMENT LLC reported RAUM up 30% ($181.7M -> $236.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2025 — LEVEL WEALTH MANAGEMENT LLC reported RAUM up 46% ($124.3M -> $181.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2024 — LEVEL WEALTH MANAGEMENT LLC reported RAUM up 25% ($99.2M -> $124.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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