Level Wealth Management LLC

Business address
204 Muirs Chapel Road, Suite 100, Greensboro, NC, 27410
Top securities (13F)
VTI, BND, VEA, ITOT, VTEB, VWO, DFAU, MUB, BNDX, IEFA, MSFT, BSV, DFAI, DFAC, VBIL, VCSH, V, VOO, VGT, and SPEM
State of incorporation
NC
Fiscal year end
31 December
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Level Wealth Management LLC has filed 6 SEC EDGAR filings since 24 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-24610
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-24610
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-24610
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-24610
13F-HR/A Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-24610
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-24610