Uplevel Wealth

Overview

Uplevel Wealth is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its stated fee model combines a percentage-of-AUM structure with fixed fees. Uplevel Wealth is identified as a capital allocator and does not describe itself as an ESG-focused manager, a multistate adviser, or a pension consultant in the available filings. The snapshot lists SEC registration as 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives