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WESTERN LEVEL ADVISORS LLC

Advisory

NV

Data as of Feb 17, 2026 · Source: SEC Form ADV

Average account

$562K

across 41 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$18M

Non-Discretionary AUM$5M

Discretionary %78.1%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV

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

40 clients

5 high-net-worth

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

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

WEALTH MANAGEMENT ASSOCIATES, LLC

$23M

TRILOGY INVESTMENT MANAGEMENT, LLC

$23M

ASCENTIA CAPITAL PARTNERS, LLC

$23M

LEVY, DAVID, JONATHAN

$22M

RATIO FINANCIAL HOLDINGS

$24M

PURPOSEFUL PLANNING LLC

$25M

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