Western Level Advisors Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 323014
· Reno, NV
· www.WesternLevel.com
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ADV data as of Sep 01, 2026
- Regulatory AUM
- $23.7M
- Discretionary
- $23.7M
- Clients
- 50
- Avg AUM / client
- $474K
- Accounts
- 87
- Employees
- 1
AUM over time
$23.1M
$23.7M
Feb 17, 2026
Sep 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $8.3M | 35.1% |
| High net worth individuals | 12 | $15.4M | 64.9% |
| Pension and profit sharing plans | 20 | $0 | — |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Martin Fritzinger | Registered representative | Nov 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 01, 2026.
View current Form ADV (SEC/IAPD) ↗