Uplevel Wealth
25yrs
More experience than 71% of advisors nationwide
Uplevel Wealth
Portland, OR. Legal name: Uplevel Wealth LLC
About the firm
A registered investment advisory firm based in Portland, Oregon. It manages about $131 million for roughly 44 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$2.99 million
Assets under management ?$131 million
Individual clients44
Median years of experience19
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Uplevel Wealth
2Advisors
19Median years of experience
1States with offices
–Offices
Also known as
Uplevel Wealth LLC
About Uplevel Wealth
How do I contact Uplevel Wealth?
Call the main office at (503) 308-9067. The main office is at 500 SW 116th Ave, Suite 118, Portland, OR 97225.
How is Uplevel Wealth paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Uplevel Wealth offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Uplevel Wealth?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.