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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-29-2024
- Office Locations
- 1
Office Locations
About Lever Wealth Management
Lever Wealth Management is an independent, flat-fee boutique RIA providing full-service wealth management for inquisitive, detail-oriented, successful families. Engagements start with an upfront financial plan, with optional ongoing planning plus investment management focused on tax- and cost-efficient portfolio construction, tax-loss harvesting, and asset location, including access to SMAs, alternatives, and consideration of private assets/real estate. The firm is always a fiduciary and is part of XY Planning Network; featured in Bloomberg Wealth and Financial Planning.
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Owner & Executives
Andrew James Fallwell
Owner
- CRD
- #6437443
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,994,408 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,994,408 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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