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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.

Find Level Four Wealth Management employees' phone numbers or email addresses

Level Four Wealth Management Global Highlights

Location
Employees

North America
90

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  • United States Of America
    90

Asia
1

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  • Viet Nam
    1

Europe
1

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  • Poland
    1

Level Four Wealth Management's Leadership

  • Chief Executive Officer at Level Four Wealth Management
    J. T.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at Level Four Wealth Management
    M. Y.
    Chief Executive Officer
    Mobile Phone
  • Owner at Level Four Wealth Management
    T. L.
    Owner
    Mobile Phone
  • Operations Manager at Level Four Wealth Management
    B. B.
    Operations Manager
    Mobile Phone
  • Senior Investment Advisor at Level Four Wealth Management
    S. P.
    Senior Investment Advisor
    Mobile Phone
  • Financial Advisor at Level Four Wealth Management
    D. H.
    Financial Advisor
    Mobile Phone
  • P&c Operations Associate at Level Four Wealth Management
    A. P.
    P&c Operations Associate
    Mobile Phone
  • Specialist at Level Four Wealth Management
    C. K.
    Specialist
    Mobile Phone

Level Four Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Support
  • Other
  • Community & Social Services

Contact profiles from Level Four Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer at Level Four Wealth Management
    J. T.
    Chief Executive Officer
    Mobile Phone
    Nov 16, 2023
  • Chief Executive Officer at Level Four Wealth Management
    M. Y.
    Chief Executive Officer
    Mobile Phone
    Oct 23, 2024
  • Owner at Level Four Wealth Management
    T. L.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Operations Manager at Level Four Wealth Management
    B. B.
    Operations Manager
    Mobile Phone
    Oct 17, 2024
  • Senior Investment Advisor at Level Four Wealth Management
    S. P.
    Senior Investment Advisor
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at Level Four Wealth Management
    D. H.
    Financial Advisor
    Mobile Phone
    May 30, 2026
  • P&c Operations Associate at Level Four Wealth Management
    A. P.
    P&c Operations Associate
    Mobile Phone
    Oct 22, 2024
  • Specialist at Level Four Wealth Management
    C. K.
    Specialist
    Mobile Phone
    Oct 18, 2024
  • Investment Consultant at Level Four Wealth Management
    D. C.
    Investment Consultant
    Mobile Phone
  • Specialist at Level Four Wealth Management
    K. M.
    Specialist
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Level Four Wealth Management known for?

Minus sign iconPlus sign iconLevel Four Wealth Management operates in the Financial Services industry. You can contact Level Four Wealth Management's 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?

Minus sign iconPlus sign iconLevel Four Wealth Management employees' email format typically follows the pattern of FLast@levelfouradvisors.com. 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?

Minus sign iconPlus sign iconLevel Four Wealth Management has approximately 51 employees as of July 2026. These team members are located across 3 continents, including North America, Asia and Europe.

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

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

  • Chief Executive Officer: J. T.
  • Chief Executive Officer: M. Y.
  • Owner: T. L.
  • Operations Manager: B. B.
  • Senior Investment Advisor: S. P.

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