Level Financial Advisors

Entity
Company
Business address
9310 Transit Road, Suite 300, 14051 East Amherst, NY
Phone
7166346113
State of incorporation
NY
Fiscal year end
December 31
Former names
Level Financial Advisors, Inc. (to 1/23/2024)
Signature 13F
Bethany Wagner - Chief Compliance Officer
All SEC filings
View on sec.gov
Level Financial Advisors has filed 18 SEC EDGAR filings since 1/20/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Jul 15, 2025 Jun 30, 2025 028-21465
13F-HR Open Document Open Filing Jul 15, 2025 Jun 30, 2025 028-21465
13F-HR Open Document Open Filing Apr 10, 2025 Mar 31, 2025 028-21465
13F-HR Open Document Open Filing Jan 22, 2025 Dec 31, 2024 028-21465
13F-HR Open Document Open Filing Oct 10, 2024 Sep 30, 2024 028-21465
N-PX Open Document Open Filing Aug 1, 2024 Jun 30, 2024 028-21465
13F-HR Open Document Open Filing Jul 23, 2024 Jun 30, 2024 028-21465
13F-HR Open Document Open Filing Apr 19, 2024 Mar 31, 2024 028-21465
13F-HR Open Document Open Filing Jan 23, 2024 Dec 31, 2023 028-21465
13F-HR Open Document Open Filing Oct 18, 2023 Sep 30, 2023 028-21465
13F-HR Open Document Open Filing Jul 14, 2023 Jun 30, 2023 028-21465
13F-HR Open Document Open Filing Apr 10, 2023 Mar 31, 2023 028-21465
13F-HR Open Document Open Filing Jan 23, 2023 Dec 31, 2022 028-21465
13F-HR Open Document Open Filing Oct 18, 2022 Sep 30, 2022 028-21465
13F-HR/A Open Document Open Filing Aug 10, 2022 Jun 30, 2022 028-21465
13F-HR Open Document Open Filing Jul 19, 2022 Jun 30, 2022 028-21465
13F-HR Open Document Open Filing Apr 8, 2022 Mar 31, 2022 028-21465
13F-HR Open Document Open Filing Jan 20, 2022 Dec 31, 2021 028-21465