Uplevel Wealth LLC
CRD 312641SEC# 801-136931Portland, OR
No longer SEC-registered. Uplevel Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$131.4M
Employees
2
Accounts
220
Location
Portland, OR
Uplevel Wealth LLC assets under management
Uplevel Wealth LLC is an investment advisory firm registered with the SEC based in Portland, OR. It reports $131.4 million in regulatory assets under management and employs 2 people.
Uplevel Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Jean Harvey Control | Co-Founder | 50-75% | 2021 |
| Anika Rose Hedstrom Control | Co-Founder, Cco | 50-75% | 2021 |
Frequently asked questions
How much does Uplevel Wealth LLC manage?
Uplevel Wealth LLC reports $131.4 million in regulatory assets under management on its Form ADV.
How many employees does Uplevel Wealth LLC have?
Uplevel Wealth LLC reports 2 employees.
Where is Uplevel Wealth LLC located?
Uplevel Wealth LLC is based in Portland, OR.
Does Uplevel Wealth LLC disclose fund performance?
Uplevel Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 SW 116th Ave, Suite 118, Portland, OR 97225 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$131.4Mregulatory AUM
Discretionary $131.4M