# UPLEVEL WEALTH LLC

UPLEVEL WEALTH LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 312641
- Type: SEC-registered investment adviser
- SEC file number: 801-136931
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Anika Rose Hedstrom | CO-FOUNDER & ADVISOR, CCO; CO-FOUNDER, CCO | — |
| Amanda Jean Harvey | CO-FOUNDER; CO-FOUNDER  & ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312641/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312641/similar
- Related entities: https://search.stillhousedata.com/firm/312641/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312641

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.