Western Level Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,009,532
This total excludes 16 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
24
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$750,397
About
Western Level Advisors LLC is a Nevada‑registered independent investment adviser that manages about $23.05 million across 24 client relationships. The firm provides discretionary investment management together with financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates and businesses.
WLA applies Modern Portfolio Theory within a core‑plus‑satellite framework, using low‑cost ETFs and index funds for core allocations and adding sector, income, commodity or active‑manager satellite positions as appropriate. Portfolios are constructed for long‑term return with ongoing monitoring, periodic rebalancing and attention to tax sensitivity in taxable accounts, and financial planning is typically integrated into advisory engagements.
Notably for a single‑advisor independent firm, WLA offers retirement plan and small business pension consulting services, including plan‑type evaluation, provider analysis, and employee enrollment and education support—services that are relatively uncommon among peers. The firm also leverages an institutional custody relationship to access certain institutional investment products and practice support tools as part of its operating model.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Tax-loss harvesting
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees ranging from $500 to $15,000 for financial planning and consulting services
$0 - $1,000,000: 0.95% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - $2,500,000: 0.70% annually $2,500,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually
Up to $250 per hour for financial planning and retirement plan consulting services
Fee-only: Hourly fees up to $250 per hour; fixed fees from $500 to $15,000; ongoing financial planning fees $500 to $15,000 annually; retirement plan advisory fees 0.50% to 0.90% annually
Main office location
Western Level Advisors LLC
Reno NV, United States
Number of offices
1
Most active in
Western Level Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · Nevada
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
Quick links
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