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LEVEL WEALTH MANAGEMENT LLC
LEVEL WEALTH MANAGEMENT LLC
GREENSBORO, North Carolina
·
1 registered advisor
·
CRD# 301381
SEC# 801-126572
1
336-355-1432
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at LEVEL WEALTH MANAGEMENT LLC
1 registered advisor
Aaron Hedrick Parrish
GREENSBORO, North Carolina
CRD# 5602021
05
Office Locations
GREENSBORO, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. LEVEL WEALTH MANAGEMENT LLC (CRD# 301381) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.