Levi G Sanchez
CFP®, CPWA®Professional Summary
Levi G Sanchez, CFP®, CPWA®, who also goes by Levi Garrett Sanchez, is a registered financial advisor currently at MILLENNIAL WEALTH located in Fall City, Washington. Levi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Levi has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Financial Planning
- Education Funding
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Business Services
- Investment Management
- Cashflow & Budgeting
Specializations
Biography
Levi is also a part of XY planning network, an organization committed to helping support fee-only financial planning firms that serve gen x and gen y clients and their particular needs. In his spare time, he enjoys snowboarding, basketball, golf, and spending time with family and friends. His passion for helping people and interest in money and investing led him to become a financial advisor soon after graduating college. Once the opportunity came about to...
Other Aliases
Levi Garrett Sanchez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
Contact Information
Main Address
33511 Redmond-fall City Rd Se Suite 2, Fall City, WA 98024Mailing Address
Po Box 155, Fall City, WA 98024Phone Number
(206) 207-8426# of Employees
6SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
229AUM (Assets Under Management)
$278,715,447Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/14/2026 | Cover Page | Report |
| 10/23/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
State Registrations and Notice Filings
(3/14/2022)
(12/13/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Levi G Sanchez's CRS (Customer Relationship Summary).
Services Offered by Levi
- Retirement Planning
- Financial Planning
- Education Funding
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Business Services
- Investment Management
- Cashflow & Budgeting
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