$23.1M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-03-2022
- Office Locations
- 1
Office Locations
-- Reno NV
About Western Level Advisors LLC
Western Level Advisors is an independent, fee-only RIA in Reno, NV providing fiduciary investment management and long-term financial planning for individuals. Portfolios are largely ETF-based alongside U.S. government/agency bonds, delivered through an independent, industry-experienced approach. Custodies with Charles Schwab & Co.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$548.8K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JONATHAN MARTIN FRITZINGER
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2724473
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,009,532 | -- |
| Non-Discretionary | $5,040,746 | -- |
| Total | $23,050,278 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing