# Lever Wealth Management

Lever Wealth Management is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** leverwealth.com
- **LinkedIn:** https://www.linkedin.com/company/andrew-fallwell-cfa-cfp%c2%ae-959108a0

## Regulatory record

- **CRD number:** 332364
- **Registration status:** State-Registered Investment Adviser (IN) — not registered with the SEC; per IAPD as of 2026-10-22
- **Reports private funds:** No

## About

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.

## Sectors

- Wealth Management
- Private Equity
- Real Estate
- Hedge Funds
- Private Credit

## People

- Michael Lever — Founder & CEO

## 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).

## Related profiles

- [DRIVENWEALTH, LLC](https://altss.com/profile/drivenwealth-llc)
- [Eurazeo Infrastructure Partners](https://altss.com/profile/eurazeo-infrastructure-partners)

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Updated: 2026-10-22T22:29:51.694Z

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