Western Level Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,681,968
Clients
30
Advisors
1
of 1 employees
About
Western Level Advisors is a small, independent registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates and businesses, including plan sponsors. The firm provides discretionary portfolio management, integrated financial planning and consulting, and engages in retirement plan advisory and consulting for business clients.
The adviser applies Modern Portfolio Theory and a core‑plus‑satellite construction, using low‑cost ETFs and index funds for core exposure and selectively adding sector, income, alternative, or active manager satellite holdings. Portfolios are managed on a discretionary basis with attention to tax sensitivity, personalized asset allocation, and regular review to keep holdings aligned with each client’s objectives and risk tolerance.
A distinctive feature for a solo independent firm is its work with pension and profit‑sharing plan clients and the provision of retirement plan consulting; the adviser reports advising over $7 million of retirement plan assets. The firm also maintains an institutional custody relationship that affords access to institutional fund share classes and operational support, and it documents compliance and continuity policies with no disciplinary history disclosed.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $15,000 for financial planning and consulting engagements
$0 - $1,000,000: 0.95% $1,000,001 - $1,500,000: 0.75% $1,500,001 - $2,500,000: 0.70% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Up to $250 per hour for consulting and financial planning services
Minimum fee: Negotiable fees; fixed fees for asset management services specified in client agreement Fee-only: Investment management fees; financial planning consulting fees; retirement plan advisory fees
Main office
527 Lander Street
Reno NV 89509
Advisors at this office
1
Most active in
California · Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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