UPLEVEL WEALTH

Legal name: UPLEVEL WEALTH LLC

CRD 312641File 801-136931

APPROVED

Retail clients

Custody

Filing as of Jul 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$131.4M

Bottom 25% of cohort (national)

Discretionary AUM

$131.4M

Clients

220 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 5, 2026
Principal office: 500 SW 116TH AVE, SUITE 118, PORTLAND, OR, 97225
Phone: (503)308-9067
Website: https://www.linkedin.com/company/uplevel-wealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $131.4M
Discretionary AUM: $131.4M
Non-discretionary AUM: $0
Discretionary accounts: 220
Non-discretionary accounts: 0
Total accounts: 220
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	39	$127.3M
Individuals (other than high net worth individuals)	5	$4.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.