Level Wealth Management LLC

Business address
204 Muirs Chapel Road, Suite 100, Greensboro, NC, 27410
State of incorporation
NC
Fiscal year end
December 31
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Level Wealth Management LLC has filed 6 SEC EDGAR filings since 1/24/2025

Latest Filings

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