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Uplevel Wealth

EST. AUM
$131,386,334

CONTACTS

CLIENT ACCOUNTS
220

Firm Details

Metro area Portland, OR
CRD Number 312641
Website uplevelwealth.com
Client types

Overview

Uplevel Wealth LLC is an independent, fee-only SEC-registered investment adviser based in Portland, Oregon. Founded by Anika Hedstrom and Amanda Harvey, the firm provides comprehensive financial planning, discretionary investment management and wealth management primarily to individuals and high-net-worth families. Uplevel develops customized investment policies and asset allocations based on each client's objectives, risk tolerance, tax circumstances and financial needs. Portfolios generally use diversified combinations of mutual funds, ETFs, stocks, bond funds and other listed securities. The firm primarily practices passive investment management and may engage Dimensional Fund Advisors as a sub-adviser. Uplevel typically requires approximately $1.5 million for wealth-management relationships.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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