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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Level Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Level Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Level Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Level Wealth Management invest in?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}