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
By the Numbers
-
Total Assets Under Management63MILLION
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Total Number of Accounts34ACCOUNTS
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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.
OR
Financial Advisors at Uplevel Wealth
1
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.
2
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.
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