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| Uplevel Wealth LLC
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|
|
|---|---|
| CRD # | 312641 |
| SEC # | 801-136931 |
| CIK # | |
| AUM | $131.4 M (2026-06-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 503-308-9067 |
| Address | 500 SW 116th Ave, Suite 118 Portland, OR 97225 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 4.1 |
| (b) Individuals (high net worth individuals) | 39 | 127.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 131.4 |
| By Discretionary | ||
| Discretionary | 220 | 131.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 220 | 131.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.4 | |
| Total | 220 | 131.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Professional Trading Services Brokerage LLC
✚
|
NJ | 0.1 |
|
Teplitz Financial Group LLC
✚
|
NJ | 0.1 |
|
Corinthian Wealth Management Inc
✚
|
CA | 0.1 |
|
LMPG Wealth Advisors LLC
✚
|
FL | 0.1 |
|
The Breit Group LLC
✚
|
NC | 0.1 |
|
AWR Investment Management LLC
✚
|
CA | 0.1 |
|
Imprint Wealth LLC
✚
|
SC | 0.1 |
|
1st Discount Brokerage Inc
✚
|
FL | 0.1 |
|
Layline Advisors LLC
✚
|
NY | 0.1 |
|
Seattle Wealth Management LLC
✚
|
WA | 0.1 |