Level Four Advisory Services

CRD 134086 · Dallas, TX · $6.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 134086
SEC number: 801-66368
Firm type: RIA
Assets under management: $6.5B as of Mar 30, 2026
Website: levelfourgroup.com/lfas ↗
Phone: 972-665-0878
Address: 12400 Coit Road, Dallas, TX, 75251

Advisors at this firm

110 in our index · page 3 of 3

Thomas Patrick WaltersCRD 2668984 · Pinehurst, NC

IA RegisteredBroker
Kevin Scott WelchCRD 2632449 · Dallas, TX

IA RegisteredBroker
Marc Scott WhiteheadCRD 3059786 · Mobile, AL

IA RegisteredBroker
Ema D WilburnCRD 4597498 · Sadieville, KY

IA RegisteredBroker
Gregory Thomas WilliamsCRD 2281655 · Dallas, TX

IA RegisteredBroker
William Blakley WoodardCRD 2568397 · Fort Worth, TX

IA RegisteredBroker
Stuart Douglas WaldenmaierCRD 3232476 · San Antonio, TX

IA Registered
Samuel Lee WilliamsCRD 4409918 · Dallas, TX

IA RegisteredBroker
Marvin Russell WoodallCRD 2947349 · Mobile, AL

IA Registered
John Dominic ZaleskiCRD 2599118 · Culpeper, VA

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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