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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-1981
- Office Locations
- 2
Office Locations
About Level Financial Advisors, Inc.
Level Financial Advisors is a retail RIA providing financial and wealth planning, including retirement, tax, estate, and insurance planning. The firm emphasizes a family-style, transparent client experience. Investment work focuses on portfolio construction and asset allocation using ETFs and mutual funds, with Charles Schwab as custodian and Orion in the tech stack.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROSANNE MARIE BRAXTON
President
- CRD
- #4373612
- Ownership
- 50% but less than 75%
STEVEN MARK ELWELL
Chief Investment Officer, President
- CRD
- #6041661
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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MICHAEL CHARLES ANGELUCCI
Financial Advisor, General Partner
- CRD
- #5431249
Alyssa Nicole Bogardus
Associate Advisor
- CRD
- #7775054
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $837,757,326 | $402,768 |
| Non-Discretionary | $24,900,326 | $436,848 |
| Total | $862,657,652 | $403,677 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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