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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
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).
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Owner & Executives
AARON HEDRICK PARRISH
Chief Compliance Officer, President
- CRD
- #5602021
- Ownership
- 75% or more
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Richard Andrew Cook
--
- CRD
- #6348762
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Unlock allAssets Under Management
| 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
| 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 |