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| Happy Holidays!! thanks for using AUM13F!! |
| Level Wealth Management LLC
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| CRD # | 301381 |
| SEC # | 801-126572 |
| CIK # | 0002036775 |
| AUM | $181.7 M (2025-02-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 336-355-1432 |
| Address | 204 Muirs Chapel Road Greensboro, NC 27410 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.8 | ||
| VISA Inc | 1.8 | ||
| Global MOFY Metaverse Ltd | 1.2 | ||
| Oracle Corp | 0.8 | ||
| Apple Inc | 0.6 | ||
| Coca Cola Co | 0.6 | ||
| Duke Energy Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 4.7 |
| (b) Individuals (high net worth individuals) | 69 | 177.1 |
| (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 | 372 | 181.7 |
| By Discretionary | ||
| Discretionary | 367 | 179.6 |
| Non-Discretionary | 5 | 2.2 |
| Total | 372 | 181.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.7 | |
| Total | 372 | 181.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002036775] |
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