Uplevel Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated August 31, 2026, reports $131M in regulatory assets under management, 2 employees, and 220 accounts.
Assets Under Management
$131M
Employees
2
Offices
--
Total Clients
44
Primary office
PORTLAND, OR
500 SW 116TH AVE, SUITE 118, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.6% of total clients.
Top client categories% of clientsClients
1
HNWI
88.6%
39
2
Individuals
11.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of August 31, 2026
Discretionary100.0%
$131M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$131M
Total Accounts220
10Y AUM Change$0 (0.0%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee22:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.