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Uplevel Wealth LLC

CRD 312641SEC# 801-136931Portland, OR
Export (members)
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.
View on SEC.gov ↗

Uplevel Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Amanda Jean Harvey ControlCo-Founder50-75%2021
Anika Rose Hedstrom ControlCo-Founder, Cco50-75%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

Address500 SW 116th Ave, Suite 118, Portland, OR 97225
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$131.4M
Non-discretionary$0
Total (RAUM)$131.4M