$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 11-12-2025
- Office Locations
- 1
Office Locations
-- Tampa FL
About Level UP Wealth Management
Level UP Wealth Management is a Tampa-based RIA. The firm has been operating for 0 years. Managing $11.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Equity Compensation.
Team overview
-- AVG AGE
$11.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Value Peak
Client Personas
Matrix Summit Zenith Optima
Custodian
Focus unison Ember
Investment Themes
Alpha Vertex wave Momentum
Investment Vehicles
Vital
Services
Value focus Prime Prime Radial Horizon Pioneer Capital quantum Harbor value
Technology
Vertex pioneer
Owner & Executives
E
ERIK MARSH
Chief Compliance Officer, President
- CRD
- #8179721
- Ownership
- 75% or more
(746) 268-6182
optima.prime@valuecapital.com
in linkedin.com/in/value-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,489,362 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,489,362 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,489,362
Public Funds:
39.5% Equity - Exchange:
24.8% Cash:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,085,310,110 | 39.5% |
| Equity - Exchange | $681,409,892 | 24.8% |
| Cash | $980,900,530 | 35.7% |
| Total | $2,747,620,532 | 100.0% |