Data / Investment advisers / North Carolina / Level Wealth Management LLC
Level Wealth Management LLC, Greensboro, NC: $237 million AUM, SEC registered investment adviser
Level Wealth Management LLC is an SEC registered investment adviser with its main office in Greensboro, North Carolina and reports $237 million in regulatory assets under management in its Form ADV filed January 22, 2026. Its clients include high net worth individuals and individuals. It is paid through fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 301381
- SEC file number
- 801-126572
- SEC status
- Approved, effective September 19, 2022
- Main office
- 701 Green Valley Rd Suite 100, Greensboro, NC 27408
- Phone
- (336) 355-1432
- Regulatory AUM
- $236,530,307 in the Form ADV filed January 22, 2026
- Discretionary AUM
- $234,130,097
- Non discretionary AUM
- $2,400,210
- Accounts
- 432
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $230.8 million |
| Individuals (other than high net worth individuals) | 15 | $5.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $236.5 million | January 22, 2026 |
| December 1, 2025 | $181.7 million | October 1, 2025 |
Other advisers in Greensboro
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Spartan Planning Group | Greensboro | $383.7 million | Not listed | adviserinfo.sec.gov |
| Cascades Capital Asset Management, LLC | Greensboro | $383.3 million | Not listed | adviserinfo.sec.gov |
| Capital Management LLC | Greensboro | $383 million | Not listed | adviserinfo.sec.gov |
| Blueprint Fund Management | Greensboro | $340.5 million | Not listed | adviserinfo.sec.gov |
| Carolina Financial Advisors, Inc. | Greensboro | $240.9 million | Not listed | adviserinfo.sec.gov |
| Smith Partners Wealth Management, LLC | Greensboro | $196.1 million | Not listed | adviserinfo.sec.gov |
| Strategic Advisory Partners | Greensboro | $191.4 million | Not listed | adviserinfo.sec.gov |
| Intercarolina Financial Services, Inc. | Greensboro | $85.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greensboro, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Level Wealth Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.