Level Up Wealth Management
RIASEC Registered
Total AUM
$11.5M
Discretionary
$11.5M
100% of AUM
Avg account
$821K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339278
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI92.13%
- Individuals7.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Level Up Wealth Management is organized as a limited liability company controlled by an individual owner. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its billing model combines a percentage-of-AUM fee with the option for hourly charges. The firm does not identify as an active ESG investor and appears to operate under a single-state registration footprint rather than a multistate advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities30%
- Cash & Cash Equivalents17%
Contacts
1 of 1
Erik Marsh
PresidentCRD 8179721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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