# UPLEVEL WEALTH

UPLEVEL WEALTH is a RIA based in Portland.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portland
- **Assets under management:** Undisclosed
- **Website:** uplevel-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/uplevel-wealth

## Regulatory record

- **CRD number:** 312641
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312641

## About

Uplevel Wealth is an independent fee-only firm offering financial planning and investment management. The firm helps professionals and families manage money, build wealth, and plan for the future through thoughtful, intentional financial plans. It is a boutique advisory practice led by Amanda Harvey and Anika Hedstrom, CFP® professionals who work with clients in a fiduciary capacity.

## People

- Anika Hedstrom — CFP®, co-founder
- Amanda Harvey — CFP®
- Anika Hedstrom — CFP®

## Questions

### Who runs Uplevel Wealth and what is the wealth origin?

Public records do not identify the principals, family, or source of the capital managed by Uplevel Wealth. Without corporate filings, website disclosures, or press coverage naming an operator, no founder, CEO, or CIO can be attributed. Typical family offices of this profile emerge from liquidity events in operating businesses, but no specific industry or transaction has been linked to Uplevel Wealth's formation.

### What is Uplevel Wealth's known investment strategy?

No investment strategy has been disclosed publicly. Without portfolio company names, fund commitments, or even broad asset class mentions in public documents, it is impossible to determine whether the firm invests directly, through funds, or across specific sectors or geographies. Institutional allocators and GPs have no basis for assessing mandate, check size, or co-investment appetite.

### Has Uplevel Wealth completed any identifiable transactions?

No identifiable transactions have been reported in the public domain under the Uplevel Wealth name as of mid-2026. The firm does not appear in SEC filings, press release databases, or industry deal tracking platforms in connection with any specific investment, sale, or fund participation.

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- [UPAY](https://altss.com/profile/upay)
- [Uproot Homes](https://altss.com/profile/uproot-homes)

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Last updated: 2026-08-11T15:08:22.057Z

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