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Uplevel Wealth

Headquartered in PORTLAND, OR

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Firm Information

Uplevel Wealth is an investment advisory firm based in Texas that manages $83.6 million in assets for 148 clients. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth. Uplevel Wealth offers financial planning and portfolio management services.

Uplevel Wealth

$83.61M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

UPLEVEL WEALTH has a total of 1 branch locations across the country.
location

PORTLAND, OR

Advisors at Uplevel Wealth

View All 2 Advisors
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Anika Rose Hedstrom

CFP®, RA

PORTLAND, OR

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Amanda Jean Harvey

CFP®, RA

PORTLAND, OR

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Disclosures

There are no public disclosures for Uplevel Wealth.

Frequently Asked Questions (8)

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