LEVELL WEALTH MANAGEMENT, LLC
PUNTA GORDA, FLORIDA

LEVELL WEALTH MANAGEMENT, LLC is a financial services firm that operates as part of the Wells Fargo Advisors Financial Network, LLC (WFAFN). The company specializes in offering investment products and insurance-related services to residents within specific U.S. states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. It is important to note that Wells Fargo Advisors, a registered broker-dealer, provides these services under licenses granted by certain regulatory bodies. The firm restricts insurance-related services to residents of Florida, Michigan, Missouri, Oregon, Texas, Virginia, and Wisconsin. Incorporated in Florida on November 6, 2014, LEVELL WEALTH MANAGEMENT, LLC has been involved in various administrative changes, with the latest notable event being a name change from OSBORNE LEVELL WEALTH MANAGEMENT, LLC on November 26, 2019. Based out of Punta Gorda, Charlotte County, Florida, the company's mailing address is at 110 Sullivan Street, PUNTA GORDA, FL, 33950. The firm filed under the status designation 'Florida.Models.Dos.FloridaCompanyStatus' and last submitted its annual report on March 24, 2024, for the fiscal year 2024. James M. Levell serves as an authorized member of LEVELL WEALTH MANAGEMENT, LLC. Contact details include phone numbers (941) 833-3272; (844) 672-6763; and (941) 391-8833. For inquiries and more information, potential clients can visit the company's website at osbornelevellwealthmanagement.com. Wells Fargo Advisors, operating under its trade name, is not accountable for content from third-party websites linked on their platforms nor for third-party opinions shared via social media.