Uplevel Wealth

Uplevel Wealth (CRD# 312641) is a financial advisory firm headquartered in Portland, OR. They manage $62,604,971 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

500 Sw 116th Ave, Suite 118, Portland, OR 97225

https://www.linkedin.com/company/uplevel-wealth

By the Numbers

Total Assets Under Management

63

MILLION
Total Number of Accounts

34

ACCOUNTS
Average Account Value

$1,841,323

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Uplevel Wealth

Showing 1 - 2 of 2 top financial advisors.

Amanda J. Harvey

CRD#: 4448078

500 Sw 116th Ave, Suite 118, Portland, OR 97225

Amanda Harvey (CRD# 4448078) is an Investment Advisor Representative working at Uplevel Wealth in Portland, OR and has over 22 years of experience in the finance industry.

Anika R. Hedstrom

CRD#: 6188218

500 Sw 116th Ave, Suite 118, Portland, OR 97225

Anika Hedstrom (CRD# 6188218) is an Investment Advisor Representative working at Uplevel Wealth in Portland, OR and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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