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UPLEVEL WEALTH

PORTLAND, OR · CRD 312641 · IAPD ↗ · uplevelwealth.com · (503)308-9067

$131.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — UPLEVEL WEALTH (PORTLAND, OR) is newly SEC-registered with $131.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.