What is Level Four Wealth Management's NAICS code?

Level Four Wealth Management's NAICS code is 52 (Finance and Insurance).

Insights

WealthTech Adoption Level Four Wealth Management uses a modern tech stack including Salesforce, NetSuite, Laserfiche, and JSON-LD for data handling and client management, signaling openness to integrated tech solutions and potential for additional fintech partnerships or compliance automation tools.

AUM Growth Signals With a revenue range of 1M-10M and a workforce of 51-200, the firm shows mid-market scale with growth potential, presenting opportunities for mid-market financial services vendors, advisory technology, and outsourced operations solutions.

Strategic Investments Recent 2023-2024 activity shows Level Four Advisory Services LLC making diversified asset investments across equities and ETFs, indicating ongoing capital deployment and potential need for portfolio tools, research services, or alternative investment platforms.

Independent Advisor Network As an independent wealth manager aligned with LPL Financial, the firm may benefit from partnerships around compliance, custodial services, practice growth programs, and co-marketing opportunities with custodians and broker-dealers.

Growth Geography Registration in multiple states and a growing client footprint hint at scalable service capabilities, creating sales angles for CRM, client onboarding, and back-office automation vendors to support expansion and regulatory readiness.

Level Four Wealth Management Tech Stack

Level Four Wealth Management uses 8 technology products and services including Open Graph, Salesforce, NetSuite, and more. Explore Level Four Wealth Management's tech stack below.

Open Graph

Content Management System

Salesforce

Customer Relationship Management

NetSuite

E-commerce

Laserfiche

Enterprise Content Management

JSON-LD

Javascript Frameworks

Online Community Software

Adobe Creative Suite

Visualisation Software

AddThis

Widgets

Level Four Wealth Management Email Formats	Example	Percentage
FLast@levelfouradvisors.com	JDoe@levelfouradvisors.com	100%
FLast@levelfourinsurance.com	JDoe@levelfourinsurance.com	100%

Level Four Wealth Management Email Formats

Example

Percentage

FLast@levelfouradvisors.com

JDoe@levelfouradvisors.com

100%

FLast@levelfourinsurance.com

JDoe@levelfourinsurance.com

100%

Frequently Asked Questions

What is Level Four Wealth Management's phone number?

You can contact Level Four Wealth Management's main corporate office by phone at

+1-972-665-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Level Four Wealth Management's official website and social media links?

Level Four Wealth Management's official website is levelfouradvisors.com and has social profiles on LinkedIn.

How much revenue does Level Four Wealth Management generate?

As of July 2026, Level Four Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Level Four Wealth Management's SIC code NAICS code?

Level Four Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Level Four Wealth Management have currently?

As of July 2026, Level Four Wealth Management has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: J. T.Chief Executive Officer: M. Y.Owner: T. L.. Explore Level Four Wealth Management's employee directory with LeadIQ.

What industry does Level Four Wealth Management belong to?

Level Four Wealth Management operates in the Financial Services industry.

What technology does Level Four Wealth Management use?

Level Four Wealth Management's tech stack includes Open GraphSalesforceNetSuiteLaserficheJSON-LDLinkedInAdobe Creative SuiteAddThis.

What is Level Four Wealth Management's email format?

Level Four Wealth Management's email format typically follows the pattern of FLast@levelfouradvisors.com. Find more Level Four Wealth Management email formats with LeadIQ.

Level Four Wealth Management

Q: How many employees does Level Four Wealth Management have currently?

Level Four Wealth Management has approximately 51 employees.

Q: What technology does Level Four Wealth Management use?

Level Four Wealth Management's tech stack includes ADP, Bootstrap, QuickBooks, Google Fonts API, Python.

Financial ServicesTexas, United States51-200 Employees

Level Four Wealth Management is an independent wealth management firm within the financial services industry, based at 12400 Coit Road, Suite 700, Dallas, Texas 75251, United States. The organization employs between 51 and 200 people. Securities are offered through LPL Financial (member FINRA/SIPC), while investment advice is provided by Level Four Advisory Services, LLC; Level Four Advisory Services, LLC and Level Four Wealth Management are separate entities from LPL Financial. The firm describes its approach as delivering objective advice and acting as trusted advisors to guide clients through important financial decisions, with an emphasis on client experience. Public disclosures indicate Level Four Group and Level Four Advisory Services LLC have acquired stakes in a range of securities and funds, including Avery Dennison, Gentex, Thomson Reuters, Schwab U.S. Mid-Cap ETF, and Invesco Golden Dragon China ETF. Revenue is reported in the range of $10 million to $25 million.

Insights

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