Levi Sanchez
Millennial Wealth · Fall City, Washington
Levi Sanchez is a fee-only financial advisor at Millennial Wealth in Fall City, Washington, who holds the CFP credential. Millennial Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Millennial Wealth |
|---|---|
| Based in | Fall City, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.7M across 229 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 6342619 |
| Exams passed | Series 66 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.subscribepage.com/ignite |
How Levi's firm compares
- Millennial Wealth's average account is about $1.2 million, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Levi
Is Levi Sanchez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Levi holds no broker registration, and Millennial Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Levi charge for financial advice?
Levi's firm, Millennial Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Levi Sanchez based?
Levi Sanchez is based in Fall City, Washington.
What credentials does Levi Sanchez hold?
Levi Sanchez holds the CFP credential.
Is Levi Sanchez registered with the SEC?
Yes. Levi Sanchez is registered as an investment adviser representative in TX and WA (CRD 6342619), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Millennial Wealth manage?
Millennial Wealth reports $278.7M across 229 accounts in assets under management.
How do I contact Levi Sanchez?
Through Levi's website, www.subscribepage.com/ignite.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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