3rd Level Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,595,485
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$106,366
Client services
Fee options
$100 upfront fee for 3rd Level Planning; $100-$10,000 upfront fee for 3rd Level Consulting; consulting fees range from $200 to $20,000 total
$0 - $1,000,000: 1.25% (3rd Level Planning) / 1.5% (3rd Level Investments) $1,000,000 - $3,000,000: 0.8% $3,000,000 - $10,000,000: 0.4% $10,000,000+: 0%
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
3rd Level Wealth
10 S. Main St., Suite 4
Hutchinson KS 67501, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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