# Level Up Financial Planning, LLC

Level Up Financial Planning, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://levelupfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/level-up-financial-planning-llc

## Regulatory record

- **CRD number:** 289967
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289967

## About

LEVEL UP FINANCIAL PLANNING, LLC is a state-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at Level Up Financial Planning, LLC?

Principals or advisory team members have not been named in public records. The firm's SEC registration lists it as a limited liability company, but individual investment decision-makers are not disclosed.

### Does Level Up Financial Planning, LLC participate in fund commitments or direct deals?

There is no public information on whether the firm commits to external funds or makes direct investments. RIAs often use a mix of mutual funds, ETFs, and separately managed accounts.

### Where is Level Up Financial Planning, LLC based?

The firm's physical office address is not publicly available. Its SEC registration does not specify a city or state in accessible records.

### How can clients verify the firm's regulatory status?

Level Up Financial Planning, LLC's registration with the SEC can be confirmed via the Investment Adviser Public Disclosure (IAPD) website (per SEC, public record).

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Last updated: 2026-08-14T12:30:00.000Z

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