Level Wealth Management LLC
All 13F Filings
Location
Greensboro, NC
CIK
0002036775
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000203677526000002
Q1 2026
67
213,455,343
13F-HR
4/27/2026
Level Wealth Management LLC