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| Level Financial Advisors Inc
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|---|---|
| CRD # | 110641 |
| SEC # | 801-15900 |
| CIK # | 0001871734 |
| AUM | 862.7 M (2026-05-18) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 716-634-6113 |
| Address | 9310 Transit Road East Amherst, NY 14051 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 5.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 463 | 195.0 |
| (b) Individuals (high net worth individuals) | 242 | 667.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,137 | 862.7 |
| By Discretionary | ||
| Discretionary | 2,080 | 837.8 |
| Non-Discretionary | 57 | 24.9 |
| Total | 2,137 | 862.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 862.7 | |
| Total | 2,137 | 862.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001871734] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 15 |
| Serves | Institutional, Retail, Research |
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