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UPLEVEL WEALTH
UPLEVEL WEALTH LLC
CRD 312641
500 SW 116TH AVE, SUITE 118, PORTLAND, OR, 97225, United States
Phone
(503)308-9067
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$115.8M
Discretionary AUM
$115.8M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $5.8M |
| High net worth individuals | 37 | $110.0M |
All web addresses on file
Official SEC filing: View on IAPD