LEVEL UP FINANCIAL PLANNING, LLC

LEVEL UP FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 289967). Regulatory assets under management: $7.3M.

Registration

• CRD: 289967
• Type: Registered investment adviser
• Phone: 970-222-6783
• Latest filing: 2026-03-27
• Regulatory AUM: $7.3M
• Discretionary AUM: $7.3M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search