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Private Wealth Daily
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The Lean 100 · 2026 edition
No.72
Level Wealth Management logo

Level Wealth Management

Greensboro, NC · Firm website

90%AUM growth, 2024 to 2026
$237MAUM in the 2026 filing
32%client growth
3people at the firm

AUM by filing

$99M2023
$124M2024
$182M2025
$237M2026

Clients by filing

652023
712024
842025
942026

Key people

  • Aaron ParrishPresidentOwner · 8 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth90%104%
  • Client growth32%43%
  • People37
  • AUM per person$78.8M$49.7M

Rank by measure

  • Official rankNo. 7290%
  • Client growthNo. 6332%
  • AUM added per personNo. 33$37.4M
  • AUM per personNo. 24$78.8M
← No. 71 Austin Wealth ManagementNo. 73 Financial Designs Wealth Management →
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Level Wealth Management: No. 72 on The Lean 100 (2026) — Private Wealth Daily