Lever Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,994,408
Clients
36
61% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
LowAverage account size
$1,388,734
About
The firm provides wealth management and financial planning services to individual and high-net-worth clients, offering ongoing and project-based planning alongside discretionary portfolio management. It advises on common taxable and retirement investments including stocks, bonds, mutual funds, and ETFs and incorporates client goals, risk tolerance, and tax considerations into account supervision.
Investment strategies are built around diversified asset allocation and incorporate both fundamental analysis and modern portfolio theory, with the firm willing to use passive and active funds as well as socially responsible screens when requested. The adviser may also engage third‑party outside managers and conducts periodic reviews of allocations and manager selections as part of its ongoing services.
Notably, the firm operates as a solo practitioner and is owner-operated, a structure that is less common among peers in this category. It is a fee‑only adviser that does not charge percentage‑of‑assets‑under‑management fees — an uncommon fee model — and the principal is a CFP® professional who serves as the firm’s chief compliance officer.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for Project-Based Financial Planning range from $0 to $10,000; initial financial plan fee up to $1,000; ongoing financial planning monthly fixed fee $400 - $1,000
$300 per hour for Project-Based Financial Planning
Ongoing Financial Planning paid as a monthly fixed fee ranging from $400 - $1,000
Minimum fee: $15,000 - $35,000 annual fee, paid monthly (Wealth Management Fee) Fee-only: Wealth Management fee is a fixed annual fee between $15,000 and $35,000, paid monthly in advance; Financial Planning services offered on fixed fee and/or hourly basis with rates ranging from $0 to $10,000 fixed fee and $300 hourly rate
Main office location
Lever Wealth Management
Evansville IN, United States
Number of offices
1
Most active in
Lever Wealth Management has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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