UPLEVEL WEALTH

Overview

Uplevel Wealth is an independent, owner-operated registered investment adviser that works primarily with individual and family clients. The firm acts as a capital allocator and provides discretionary portfolio management alongside financial planning and selection of other advisers. Its fee model combines a percentage-of-AUM structure with the option for fixed fees, and the firm does not list ESG investing as an active focus. The firm’s filings show an emphasis on liquid, exchange-traded exposures as the largest single asset bucket, and it operates with fully discretionary mandates across its client base. Uplevel Wealth also uses third-party managers for alternative strategies, positioning itself to supplement core equity and mutual fund allocations with manager-sourced alternative investments when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices