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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PARRISH, AARON | I | PRESIDENT AND CCO | E | Control |
| PARRISH, AARON, HEDRICK | I | PRESIDENT AND CCO | E | Control |
| PARRISH, AARON, HEDRICK | I | PRESIDENT AND CCO | E | Control |
| PARRISH, AARON, HEDRICK | I | PRESIDENT AND CCO | E | Control |
| PARRISH, AARON, HEDRICK | I | PRESIDENT AND CCO | E | Control |
| PARRISH, AARON, HEDRICK | I | PRESIDENT AND CCO | E | Control |
| PARRISH, AARON, HEDRICK | I | PRESIDENT AND CCO | E | Control |
Registrations
Federal
IA
Oct 1, 2025 REGISTERED
Notice Filings (1)
NC
Address
701 GREEN VALLEY RDSUITE 100
GREENSBORO, NC 27408
United States
Phone: 336-355-1432