Levi G. Sanchez
MILLENNIAL WEALTH
Pasco, WA
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CRD#: 6342619
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 Pasco, 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.
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 develop a firm that could serve his peers and truly commit to the best interests of the client, he jumped onboard.
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Question & Answer
What are your service offerings?
Retirement Planning
Debt Management
Education Planning
Insurance Planning
Inheritance
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Millennials
Novice Investors
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Levi Garrett Sanchez
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Levi G Sanchez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
CPWA®
Start date: 2020-10-12
Expire date: 2024-09-30
Experience
Current
December 13, 2017 - Present
MILLENNIAL WEALTH
RIA
CRD#: 289970
Pasco, WA
Past
January 28, 2015 - May 8, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SEATTLE, WA
Past
December 3, 2014 - May 8, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SEATTLE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MILLENNIAL WEALTH
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - (1/17/2024 Approved)Alaska
Registered Investment Advisory firm - (12/31/2018 Terminated)California
Registered Investment Advisory firm - (2/17/2024 Terminated)New York
Registered Investment Advisory firm - (1/18/2024 Terminated)Texas
Registered Investment Advisory firm - (1/18/2024 Terminated)Washington
Registered Investment Advisory firm - (2/20/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/14/2022)
IAR
Washington(12/13/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MILLENNIAL WEALTH
IGNITE FINANCIAL PLANNING | MILLENNIAL WEALTH LLC | MILLENNIAL WEALTH
CRD#: 289970 / SEC#: 801-129376
RIA
Registered Investment Advisory firm - (1/17/2024 Approved)Alaska
Registered Investment Advisory firm - (12/31/2018 Terminated)California
Registered Investment Advisory firm - (2/17/2024 Terminated)New York
Registered Investment Advisory firm - (1/18/2024 Terminated)Texas
Registered Investment Advisory firm - (1/18/2024 Terminated)Washington
Registered Investment Advisory firm - (2/20/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Fall City, WA
Mailing Address
Phone number
(206) 207-8426
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,292 |
| AUM (Assets Under Management) | $ 203,665,479 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2025 |
Red Flags
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