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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.
Latest 13F Filing Activity
Level Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 61 equity positions with a total 13F market value of $190M. The fund increased holdings in Vanguard Index FDS, Vanguard BD Index FDS, Vanguard Tax-managed FDS among other positions. Level Wealth Management LLC reduced exposure to PIMCO Calif Mun Income FD, Vanguard Index FDS, SPDR Index SHS FDS among others.
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 |
Industry Allocation
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