Level Wealth Management LLC (CIK: 0002036775) EDGAR, Information, Filings... CompaniesBIO.Com

Level Wealth Management LLC

Mailing address
204 MUIRS CHAPEL ROAD, SUITE 100, GREENSBORO, North Carolina, 27410
Phone
336-365-1432
State location
North Carolina
State of incorporation
North Carolina
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Level Wealth Management LLC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002036775-25-000005 (34 Act) Size: KB	Oct-23-2025	028-24610 251412269
N-PX	Document	Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX Acc-no: 0001934226-25-000007 (34 Act) Size: KB	Aug-11-2025	028-24610 251203027
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002001434-25-000007 (34 Act) Size: KB	Jul-29-2025	028-24610 251160279
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002036775-25-000003 (34 Act) Size: KB	Apr-28-2025	028-24610 25879138
13F-HR/A	Document	Amendment to Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002001434-25-000003 (34 Act) Size: KB	Jan-24-2025	028-24610 25554375
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002001434-25-000001 (34 Act) Size: KB	Jan-24-2025	028-24610 25553469

Recent 20 filings. View all Level Wealth Management LLC filings

Overall rating 5.0

Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Aug 22, 2022

Ryan Storey

Huge help thank you for your help .. y'all make it so much easier

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.