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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 1, 2025 and May 18, 2026, reported AUM increased 26.1%, from $684.2M to $862.7M.
Across 5 reported observations, AUM increased 58.2% between August 12, 2022 and May 18, 2026, from $545.2M to $862.7M.
Of the latest reported AUM, 97.1% is discretionary and 2.9% is non-discretionary.
The firm reports 9 advisory representatives and 720 clients, or 80 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 45 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Level Financial Advisors, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Level Financial Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Level Financial Advisors, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Level Financial Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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