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Building 2LEVEL WEALTH MANAGEMENT LLC

Map pinGREENSBORO, NC
Phone336-355-1432
NotebookSEC #801-126572
Total AUM
$236.5M
Employees
3
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 GREEN VALLEY RD
SUITE 100
GREENSBORO
NC 27408
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
336-355-1432
Other Offices
1

ReceiptFinancials

Total AUM
$236.5M
Accounts
432
Discretionary
$234.1M
Accounts
427
Non-Discretionary
$2.4M
Accounts
5

ContactClients

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Individual Clients
15
AUM
$5.8M
HNW Individual Clients
79
AUM
$230.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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