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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-23-2021
- Office Locations
- 1
Office Locations
About Uplevel Wealth
Uplevel Wealth is a women-led boutique RIA in Portland delivering clear, intentional financial planning for high-performing professionals, with a high-touch client experience. The firm supports wealth-building decisions across investments, taxes, insurance, and estate planning, and implements portfolios primarily with ETFs and public funds, custodied at Schwab. Co-founder Anika Hedstrom extends their thought leadership through My Money Journey and timely market explainer videos.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
AMANDA JEAN HARVEY
ADVISOR, Co-founder
- CRD
- #4448078
- Ownership
- 50% but less than 75%
ANIKA ROSE HEDSTROM
ADVISOR, Chief Compliance Officer, Co-founder
- CRD
- #6188218
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,386,334 | -- |
| Non-Discretionary | $0 | -- |
| Total | $131,386,334 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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