# 3rd Level Wealth

3rd Level Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://3rdlevelwealth.com

## Regulatory record

- **CRD number:** 315849
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315849

## About

3rd Level Wealth builds financial plans for people so they can enjoy life and impact others. Financial planning services are the firm's specialty; plans are built around clients' priorities. The firm takes a consultative approach to client engagements, seeks actionable solutions, and helps solve financial problems. Advisory services are offered by 3rd Level Wealth, an Investment Advisor in the State of Kansas.

## Questions

### Does 3rd Level Wealth participate in fund commitments or only direct deals?

Neither fund commitments nor direct deals have been publicly confirmed. The firm's investment vehicle preferences remain undisclosed.

### Which sectors does 3rd Level Wealth explicitly avoid?

No sector restrictions have been publicly stated. The firm's sector focus cannot be determined from available public information.

## Related profiles

- [Elevation Haven Financial](https://altss.com/profile/elevation-haven-financial)
- [BluePoint Wealth Advisors](https://altss.com/profile/bluepoint-wealth-advisors)

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Last updated: 2026-08-11T15:05:57.154Z

Canonical page: https://altss.com/profile/3rd-level-wealth

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