Level Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Level Wealth Management reports 94 clients. They include 79 high-net-worth individuals and 15 individual clients. Of its assets, 99.0% ($234M across 427 accounts) are managed with discretion; $2.4M across 5 accounts are not. It advised 7 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | 2% |
| High-net-worth individuals | 84% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 15 | $5.76M | 2.4% | $384K |
| High-net-worth individuals | 79 | $231M | 97.6% | $2.92M |
| Total | 94 | $237M | 100% | $2.52M |
- Clients
- 15
- Regulatory AUM
- $5.76M
- AUM share
- 2.4%
- Avg. per client
- $384K
- Clients
- 79
- Regulatory AUM
- $231M
- AUM share
- 97.6%
- Avg. per client
- $2.92M
Total
- Clients
- 94
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- $2.52M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 7
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Level Wealth Management is paid through fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Project Based Financial Planning
- Project-based financial planning is a fixed fee agreed before work starts, ranging from $200 to $15,000 and negotiable; the brochure gives the same range for project-based investment management.
Aaron Parrish owns 75% or more of Level Wealth Management. The leadership team of Level Wealth Management includes President Aaron Parrish. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Level Wealth Management LLC
Aaron Parrish
Control person · since March 2019
Level Wealth Management’s regulatory assets grew 2.4× from $99.2M (January 2023) to $237M (January 2026); clients rose from 65 to 94 and employees from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $237M | 94 | 3 | 2 |
| Feb 2025February 2025 | $182M | 84 | 3 | 2 |
| Jan 2024January 2024 | $124M | 71 | 2 | 2 |
| Jan 2023January 2023 | $99.2M | 65 | 1 | 1 |
Besides its headquarters, Level Wealth Management has 1 office, with 2 listed addresses in 1 state.
North Carolina · 2 listed addresses
- 701 Green Valley RD, Suite 100, GreensboroHQ
- 6135 Park South Drive, Charlotte
Contact and registration details
- Legal name
- Level Wealth Management LLC
- Headquarters
- 701 Green Valley RD, Suite 100, Greensboro, NC 27408
- Website
- levelwm.com
- Phone
- 336-355-1432
- SEC file
- 801-126572
- Founded
- 2019
- Structure
- North Carolina LLC
- Fiscal year end
- December
Level Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($235M). Level Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $235M100%
At year end, Level Wealth Management’s separately managed accounts were mostly in funds (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $250M across 70 positions; the largest are Vanguard Index Fds (27.6%), Vanguard BD Index Fds (16.6%) and Vanguard Tax-managed Fds (11.4%).
What the accounts hold
- Stocks5%
- Funds86%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
- Other1%
- Variable annuity1%
How many clients does Level Wealth Management have?
Level Wealth Management has 94 clients and manages $237 million for them, as of January 2026. They include 79 high-net-worth individuals and 15 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 January 2026
What services does Level Wealth Management offer?
Level Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Level Wealth Management use?
Level Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $235M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 January 2026
How many financial advisors does Level Wealth Management have?
Level Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Level Wealth Management invest in?
At the end of its last fiscal year, Level Wealth Management’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Variable Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Level Wealth Management?
Level Wealth Management’s direct owner is Aaron Parrish (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 January 2026
How does Level Wealth Management get paid?
Level Wealth Management is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Level Wealth Management?
Level Wealth Management’s main office is at 701 Green Valley RD, Suite 100, Greensboro, NC 27408. Its phone number is 336-355-1432. Its website is levelwm.com.