UPLEVEL WEALTH LLC
Doing business as UPLEVEL WEALTH. SEC Form ADV profile.
Total regulatory AUM
$131,386,334
Discretionary
$131,386,334
Non-discretionary
$0
Firm details
- CRD number
- 312641
- SEC file number
- 801-136931
- Main office
- PORTLAND, OR, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://uplevelwealth.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.