Investment adviser · CRD 110641
LEVEL FINANCIAL ADVISORS, INC.
Investment adviser filing (IA)
EAST AMHERST, NY, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $975M Form ADV · Item 5.F
- Client accounts
- 2,242 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 289 | $792,902,221 | 81.3% |
| Individuals | 439 | $182,289,719 | 18.7% |
Filing source
Form ADV 2135706 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9310 TRANSIT ROAD, SUITE 300EAST AMHERST, NY, 14051, United States
CRD 110641
Filing source
Form ADV 2135706 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.