$236.5M Total AUM
$234.1M Disc. AUM
28.8% 3Y CAGR
3 Employees
101 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- CrestFusion +more
- Established Date
- 04-01-2019
- Office Locations
- 2
Office Locations
701 Green Valley RD Suite 100 Greensboro NC
-- Charlotte NC
About Level Wealth Management LLC
Level Wealth Management is a flat, fee-only RIA founded in Greensboro, NC, serving clients in Greensboro/Charlotte and virtually nationwide. CFP® fiduciaries deliver comprehensive financial planning, evidence-based investment management, and proactive tax planning geared to retirement. The firm keeps pricing transparent with a flat $12,000/year advisory fee and is affiliated with NAPFA; portfolios may incorporate partners like Dimensional and Vanguard (custody via Schwab).
Team overview
37 AVG AGE
$118.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
5.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Element delta
Custodian
Harbor eagle Zenith Matrix pioneer Peak focus Bridge Atlas
Fund Managers
Peak Insight catalyst
Investment Themes
Radial element Ridge insight Optima Legacy peak
Investment Vehicles
Catalyst ember
Platform
Pioneer value
Services
Pioneer Bridge Value Oak frontier Momentum Focus element Focus Bridge crest
Technology
Alpha meridian Element matrix Bridge zenith Ember Vertex foundation
Owner & Executives
AARON HEDRICK PARRISH
Chief Compliance Officer, President
- CRD
- #5602021
- Ownership
- 75% or more
(305) 339-1783
frontier.timber@primecapital.com
in linkedin.com/in/vital-insight
Showing 1 of 1 owners & executives
Unlock allContacts
Richard Andrew Cook
--
- CRD
- #6348762
(980) 603-7782
value.alpha@vectorcapital.com
in linkedin.com/in/meridian-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $234,130,097 | $548,314 |
| Non-Discretionary | $2,400,210 | $480,042 |
| Total | $236,530,307 | $547,524 |
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Separately Managed Accounts
Total SMA Asset: $236,530,307
Public Funds:
12.6% Cash:
7.1% Equity - Exchange:
7.1% Corporate - Investment Grade:
26.5% Municipal Bonds:
23.1% Other:
7.6% U.S. Government/Agency:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $831,861,588 | 12.6% |
| Cash | $468,747,403 | 7.1% |
| Equity - Exchange | $468,747,403 | 7.1% |
| Corporate - Investment Grade | $1,749,550,166 | 26.5% |
| Municipal Bonds | $1,525,079,579 | 23.1% |
| Other | $501,757,783 | 7.6% |
| U.S. Government/Agency | $1,056,332,176 | 16.0% |
| Total | $6,602,076,098 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME TIMBER | WAVE CREST | 8BB6LESQV | WQRF | 10.33% | $18,170,930 |
| PATHWAY SIGNAL PIONEER | NORTH VERTEX | T3BPG4J8D | LNQR | 2.59% | $27,034,941 |
| RIDGE UNISON SUMMIT | FOCUS PIONEER | BYVFEYGPL | HOEM | 10.58% | $11,530,369 |
| VALUE TIMBER | HORIZON HARBOR | KQGR6ZPMD | MBX | 4.85% | $23,605,278 |
| VALUE SUMMIT VERTEX | SUMMIT SUMMIT | 3TXQU2AIG | SBBZC | 6.68% | $65,514,778 |
| FUSION CAPITAL | MERIDIAN TIMBER | 8FSCZORCO | RPI | 6.56% | $16,114,341 |
| BRIDGE MOMENTUM | ALPHA SUMMIT | 6L7HL28EK | VAJV | 4.08% | $42,686,708 |
| MERIDIAN PRIME | INSIGHT PRIME | G9BNEATGJ | SZQPT | 8.32% | $31,255,583 |