UPLEVEL WEALTH LLC

UPLEVEL WEALTH LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 312641). Regulatory assets under management: $131.4M.

Registration

• CRD: 312641
• SEC file number: 801-136931
• Type: Registered investment adviser
• Location: 500 SW 116TH AVE, SUITE 118, PORTLAND, OR, 97225
• Phone: (503)308-9067
• Latest filing: 2026-07-07
• Regulatory AUM: $131.4M
• Discretionary AUM: $131.4M
• Clients: 2
• Accounts: 220

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312641 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search