# Level Wealth Management LLC

> Level Wealth Management LLC is an SEC-registered investment advisory firm in Greensboro, NC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 301381
- Filed as: LEVEL WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301381
- AdvisorCensus page: https://advisorcensus.com/firm/level-wealth-management-llc-greensboro-nc-301381

## Quick answers

**How is Level Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Level Wealth Management LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Level Wealth Management LLC located?**
Level Wealth Management LLC's principal office is in Greensboro, NC, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Level Wealth Management LLC registered with the SEC or a state?**
Level Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 301381.

**How much does Level Wealth Management LLC manage?**
Level Wealth Management LLC reports $236,530,307 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (99% discretionary).

**How have Level Wealth Management LLC's assets and staff changed since 2022?**
In the Form ADV data for Level Wealth Management LLC: Regulatory assets under management: $101,623,226 in the October 2022 data and $236,530,307 in the October 2026 data, up 133%. Total employees: 1 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Level Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (15).

**Which custodians does Level Wealth Management LLC use?**
Level Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Level Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301381

**Does Level Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 22, 2026 says: "We do not have a minimum account size requirement."

**What changed in Level Wealth Management LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $181,725,611 to $236,530,307 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $236,530,307
- Discretionary: $234,130,097
- Non-discretionary: $2,400,210

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,761,683 |
| High net worth individuals | 79 | $230,768,624 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Charlotte, NC

### Websites listed on Form ADV (Item 1.I)
- levelwm.com
- Facebook @aaronlevelwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $101,623,226 | 1 | August 31, 2022 |
| October 2023 | $99,185,666 | 2 | September 27, 2023 |
| October 2024 | $124,299,887 | 2 | January 26, 2024 |
| October 2025 | $181,725,611 | 3 | February 4, 2025 |
| October 2026 | $236,530,307 | 3 | January 22, 2026 |

Regulatory assets under management: $101,623,226 in the October 2022 data and $236,530,307 in the October 2026 data, up 133%.
Total employees: 1 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $181,725,611 to $236,530,307 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Level Wealth Management LLC (CRD 301381): Form ADV filing data as of October 2026.