Uplevel Wealth - Investment Advisers

About Uplevel Wealth

Uplevel Wealth LLC is an investment adviser based in Portland, Oregon, and is one of the investment advisers in Oregon in this directory. The firm describes itself as a fee-only financial planning practice that acts as a fiduciary, creating plans for individuals and families. Regulatory assets under management are reported at $131.39 million, and the firm has two employees. The firm was co-founded by Amanda Harvey and Anika Hedstrom, who both hold the CERTIFIED FINANCIAL PLANNER™ designation. Before starting the practice, they worked on trading floors, managed complex financial instruments, administered hedge funds, and advised clients on many aspects of their finances. Together they report more than 35 years of experience. Their planning work centers on family finances, including intergenerational conversations, children's education, and money management between partners. Hedstrom also contributed a personal account to the book *My Money Journey*, which gathers stories from 30 contributors about their experiences with money. Uplevel Wealth is also listed in the directory of US investment advisers.

Key Facts

Assets Under Management

$131.39M

Employees

2

SEC File Number

801-136931