LEVEL UP WEALTH MANAGEMENT

LEVEL UP WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 339278). Regulatory assets under management: $11.5M.

Registration

• CRD: 339278
• Type: Registered investment adviser
• Phone: 813-505-5989
• Latest filing: 2026-03-25
• Regulatory AUM: $11.5M
• Discretionary AUM: $11.5M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339278 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search