Updated:
LEVEL WEALTH MANAGEMENT LLC
LEVEL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in GREENSBORO, NC, registered since 2022. The firm manages $237 million in assets.
LEVEL WEALTH MANAGEMENT LLC
LEVEL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in GREENSBORO, NC, registered since 2022. The firm manages $237 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
null
Country
null
City
Greensboro
Corporate office
null
Frequently asked questions
Who runs investment decisions at Level Wealth Management LLC?
The firm's investment decision-makers are not publicly identified in SEC filings or corporate records. Without named principals, it is unclear who manages asset allocation or portfolio construction.
Is Level Wealth Management structured as a single family office or a multi-family office?
Based on its SEC registration as an RIA, the firm likely operates as a multi-family office, serving multiple unrelated families. Single-family offices are typically exempt from SEC registration, while Level Wealth Management's regulatory status suggests it advises several clients.
What investment stages does Level Wealth Management typically target?
The firm's investment stage preferences are not disclosed. As an RIA, it could allocate across public equities, fixed income, and private alternatives, but no specific stage emphasis is confirmed in public sources.
Which sectors does Level Wealth Management explicitly avoid?
No sector exclusions are documented for Level Wealth Management. The firm has not published any negative screens or responsible investment policies in available records.
Does Level Wealth Management participate in fund commitments or only direct deals?
The firm's investment channel is unclear. Without public disclosure of its portfolio, it cannot be verified whether it commits to external funds, makes direct investments, or uses a hybrid approach.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: