RIA Intel›Advisers›Indiana›LEVER WEALTH MANAGEMENT, LLC

LEVER WEALTH MANAGEMENT, LLC

Advisory

IN

Data as of Apr 7, 2026 · Source: SEC Form ADV

Average account

$510K

across 98 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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