PPrivate Fund Data Log in Join · $37/mo

Level Wealth Management LLC

● SEC registered since 2022CRD 301381SEC# 801-126572Greensboro, NC
Export (members)
Reg. AUM
$181.7M
Employees
3
Accounts
372
Location
Greensboro, NC

Level Wealth Management LLC assets under management

Level Wealth Management LLC is an investment advisory firm registered with the SEC based in Greensboro, NC. The firm has been registered since 2022. It reports $181.7 million in regulatory assets under management and employs 3 people.
www.facebook.com/aaronlevelwmView on SEC.gov ↗

Level Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Aaron Hedrick Parrish ControlPresident And CcoOver 75%2019

Frequently asked questions

How much does Level Wealth Management LLC manage?

Level Wealth Management LLC reports $181.7 million in regulatory assets under management on its Form ADV.

How many employees does Level Wealth Management LLC have?

Level Wealth Management LLC reports 3 employees.

Where is Level Wealth Management LLC located?

Level Wealth Management LLC is based in Greensboro, NC and has been SEC-registered since 2022.

Does Level Wealth Management LLC disclose fund performance?

Level Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address204 Muirs Chapel Road, Suite 100, Greensboro, NC 27410
Phone336-355-1432
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$179.6M
Non-discretionary$2.2M
Total (RAUM)$181.7M