Fee-only adviser · Greensboro, NC
Level Wealth Management LLC
Level Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Greensboro, North Carolina. On its latest Form ADV, filed January 22, 2026, it reports $237M in regulatory assets under management, 94 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 301381 · SEC file 801-126572 |
| Office | 701 Green Valley RD Suite 100 Greensboro, NC 27408 |
| Phone | (336) 355-1432 |
| Website | www.levelwm.com |
| Regulatory assets under management | $237M ($234M discretionary) |
| Individual clients | 15 non-high-net-worth, 79 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Greensboro
- Strategic Advisory Partners $191M
- Cascades Capital Asset Management, LLC $383M
- 1808 Capital Partners $645M
- Spartan Planning Group $384M
- Zuraw Financial Advisors, LLC $520M
- Park Wealth Management, LLC $34M
See all 16 fee-only advisers in Greensboro →
Nearby
- Oak Ridge 1 firm
- Burlington 1 firm
- Eden 1 firm
- Winston Salem 14 firms
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