Level Wealth Management LLC
Level Wealth Management LLC is a fee-only Registered Investment Adviser based in Greensboro, North Carolina. The firm was founded by Aaron Parrish, CFP®, to provide comprehensive financial planning, investment management, and proactive tax reduction strategies. Serving clients locally and virtually nationwide, the firm emphasizes transparent, flat-fee services and fiduciary responsibility. As of early 2025, Level Wealth Management has approximately 3 employees and manages $181.7 million in assets, focusing on serving individuals, families, and retirees with tailored financial plans and systematic portfolio management.
Investment Strategy
Level Wealth Management employs an evidence-based, straightforward investment approach tailored to each client’s goals. The firm's process emphasizes portfolio efficiency, long-term alignment with each client’s objectives, and low-cost management. Investment management is offered on a fiduciary, flat-fee basis, ensuring that market performance does not impact the client’s costs. The firm integrates proactive tax planning to maximize after-tax returns, helping clients optimize their portfolios throughout different market cycles and changing life circumstances.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 26.72% | $50.8M | 154,660 | $289.80 | $328.17 | +$6.0M |
B BND | VANGUARD BD INDEX FDS | 16.05% | $30.5M | 409,877 | $72.26 | $74.37 | +$2.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 11.10% | $21.1M | 351,906 | $48.99 | $59.92 | +$2.4M |
I ITOT | ISHARES TR | 7.32% | $13.9M | 95,499 | $134.70 | $145.65 | +$909.2K |
V VTEB | VANGUARD MUN BD FDS | 4.35% | $8.3M | 164,984 | $50.10 | $50.07 | +$962.8K |