LEVEL WEALTH MANAGEMENT LLC
CRD #301381 SEC #801-126572 GREENSBORO, NC 336-355-1432
SEC Registered
Total AUM
$181.7M
Discretionary
$179.6M
Employees
3
Clients
1
Accounts
372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $181.7M | $179.6M | $2.2M | 3 | 7 |
| Feb 2025 | $181.7M | $179.6M | $2.2M | 3 | 7 |
| Jan 2024 | $124.3M | $122.3M | $2M | 2 | 65 |
| Sep 2023 | $99.2M | $97.3M | $1.9M | 2 | 65 |
| Jan 2023 | $99.2M | $97.3M | $1.9M | 1 | 65 |
| Aug 2022 | $101.6M | $99.8M | $1.8M | 1 | 63 |
| Aug 2022 | $101.6M | $99.8M | $1.8M | 1 | 63 |
DateOct 2025
Total AUM$181.7M
Discretionary$179.6M
Non-Disc.$2.2M
Employees3
Clients7
DateFeb 2025
Total AUM$181.7M
Discretionary$179.6M
Non-Disc.$2.2M
Employees3
Clients7
DateJan 2024
Total AUM$124.3M
Discretionary$122.3M
Non-Disc.$2M
Employees2
Clients65
DateSep 2023
Total AUM$99.2M
Discretionary$97.3M
Non-Disc.$1.9M
Employees2
Clients65
DateJan 2023
Total AUM$99.2M
Discretionary$97.3M
Non-Disc.$1.9M
Employees1
Clients65
DateAug 2022
Total AUM$101.6M
Discretionary$99.8M
Non-Disc.$1.8M
Employees1
Clients63
DateAug 2022
Total AUM$101.6M
Discretionary$99.8M
Non-Disc.$1.8M
Employees1
Clients63