# Lever Wealth Management

> Lever Wealth Management is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 332364
- Filed as: LEVER WEALTH MANAGEMENT
- Legal name: Lever Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Indiana
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332364
- AdvisorCensus page: https://advisorcensus.com/firm/lever-wealth-management-332364

## Quick answers

**How is Lever Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lever Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Lever Wealth Management registered with the SEC or a state?**
Lever Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332364.

**How much does Lever Wealth Management manage?**
Lever Wealth Management reports $49,994,408 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**What types of clients does Lever Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (14).

**Does Lever Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332364

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $49,994,408
- Discretionary: $49,994,408
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,203,982 |
| High net worth individuals | 22 | $47,790,426 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- leverwealthmanagement.com
- LinkedIn @andrew-fallwell-cfa-cfp®-959108a0
- YouTube @UCRczLSDCJ-l_x2zUIyuNYtQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lever Wealth Management (CRD 332364): Form ADV filing data as of October 2026.