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Lever Wealth Management
LEVER WEALTH MANAGEMENT is a state-registered investment adviser with $50 million in regulatory assets under management. The firm has 3 employees and 1...
Overview
LEVER WEALTH MANAGEMENT is a state-registered investment adviser with $50 million in regulatory assets under management. The firm has 3 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Michael Lever
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Lever Wealth Management?
Michael Lever, the firm’s founder and CEO, leads the investment process alongside a team of professionals with backgrounds in private banking and alternative investments (public record).
How does Lever Wealth Management source proprietary deal flow?
The firm sources opportunities through its network of family-office relationships, direct relationships with private equity and real estate sponsors, and co-investment partnerships (public record).
Does Lever Wealth Management participate in fund commitments or only direct deals?
The firm participates in both fund commitments—through private equity and hedge fund allocations—and direct co-investment opportunities (public record).
What investment stages does Lever Wealth Management typically target?
The firm targets later-stage private equity, direct real estate, credit opportunities, and hedge funds, with no disclosed focus on venture-stage investing (public record).
Which sectors does Lever Wealth Management explicitly avoid?
There are no public disclosures specifying sectors the firm avoids (public record).
How is Lever Wealth Management related to its parent or any spinout?
Lever Wealth Management has no publicly identified parent organization or spinout relationship; it operates as an independent registered investment advisor (public record).
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