What departments does Level Four Wealth Management have?

Level Four Wealth Management has employees across 7 departments including Operations, Finance, Research, Administrative, Customer Success.

What is the largest department at Level Four Wealth Management?

The largest department at Level Four Wealth Management is Finance with 6 employees.

Where are Level Four Wealth Management employees located globally?

Level Four Wealth Management has employees across 2 continents and 2 countries including Poland, United States Of America.

How has Level Four Wealth Management's team size changed over time?

Level Four Wealth Management's team has decreased from approximately 23 to 20 employees based on available data.

Level Four Wealth Management Employee Directory

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.

Level Four Wealth Management Global Highlights

North America
86

United States Of America
86

Europe
1

Poland
1

Level Four Wealth Management's Leadership

J. T.
Chief Executive Officer
Mobile Phone
Email
M. Y.
Chief Executive Officer
Mobile Phone
Email
B. M.
Chief Operating Officer
Mobile Phone
Email
J. V.
President
Mobile Phone
Email
G. K.
Co-Founder/Partner And Wealth Management Advisor
Mobile Phone
Email
T. L.
Owner
Mobile Phone
Email
T. O.
Director Of Financial Planning And Lead Advisor
Mobile Phone
Email
J. M.
Director Of Portfolio Research And Advisory
Mobile Phone
Email

Level Four Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Support
Administrative
Analytics
Other

Contact profiles from Level Four Wealth Management

Name

Title

Contact Info

Location

Last Update

A. P.
P&c Operations Associate
Mobile Phone
Email
Oct 22, 2024
C. K.
Specialist
Mobile Phone
Email
Oct 18, 2024
D. B.
Client Service Associate
Mobile Phone
Email
United StatesMissouri
Oct 22, 2024
D. J. K.
Certified Financial Planner
Mobile Phone
Email
United StatesMissouri
Jul 31, 2025
D. C.
Investment Consultant
Mobile Phone
Email
D. P.
Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Oct 21, 2024
D. Z.
Strategic Partnerships
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
H. E. H. C.
Branch Marketing Associate
Mobile Phone
Email
United StatesNorth Carolina
Sep 18, 2024
J. B.
Certified Financial Planner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. R.
Client Service Associate
Mobile Phone
Email
United StatesFlorida
Oct 21, 2024

Frequently Asked Questions

What is Level Four Wealth Management known for?

Level Four Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 12400 Coit Road Suite 700 Dallas, Texas 75251 United States; you can contact the main corporate office by phone at

+1-972-665-****

. Explore Level Four Wealth Management's company overview page for more information.

What is Level Four Wealth Management's most common email format?

Level Four Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Level Four Wealth Management email formats with LeadIQ.

How many employees does Level Four Wealth Management have currently?

Level Four Wealth Management has approximately 51 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Level Four Wealth Management's key employees and leadership?

As of February 2026, Level Four Wealth Management's key employees include:

Chief Executive Officer: J. T.
Chief Executive Officer: M. Y.
Chief Operating Officer: B. M.
President: J. V.
Co-Founder/Partner And Wealth Management Advisor: G. K.

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Level Four Wealth Management Employee Directory

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