Uplevel Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Uplevel Wealth provides tailored investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm combines ongoing discretionary portfolio supervision with an included financial planning program for wealth-management clients and also offers recurring fixed-fee planning engagements and project-based advice for clients with different needs.
The firm’s investment approach is grounded in modern portfolio theory and primarily implements passive, diversified portfolios using mutual funds, ETFs, and similar instruments, with discretionary trading authority granted by clients. Uplevel Wealth may use a sub-advisor (Dimensional Fund Advisors) for certain accounts and bills advisory fees on a blended, daily-average asset-based basis.
Noteworthy aspects of the firm include a small, two-advisor team serving a limited client base, an explicit policy not to aggregate or block trades (trading client accounts individually), and a requirement that wealth-management clients custody accounts at Charles Schwab to access the firm’s institutional services. The firm operates as a fee-only fiduciary, recently registered with the SEC, and states it does not receive soft-dollar benefits and does not vote client proxies.
Client services
Expertise
Fee options
Project-based financial planning services fixed fee typically ranging from $1,200 to $8,000 (negotiable)
$0 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,500,000 (may be waived at firm’s discretion) Fee-only: Fixed fees for financial planning and consulting services; annual recurring fixed fee typically $7,500 - $12,500 per year (negotiable)
Main office
500 SW 116th Ave, Suite 118
Portland OR 97225
Advisors at this office
2
Most active in
California · Oregon · Washington
Also doing business as
Uplevel Wealth · Uplevel Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anika H
CFP®, Series 65
Portland, OR
Uplevel Wealth
Anika Hedstrom is a Certified Financial Planner (CFP®) with 12 years of experience in the financial industry. She has worked at Uplevel Wealth since 2021, following prior roles including five years at Vista Capital Partners and a brief period as self-employed. In addition to her advisory work, Ms. Hedstrom is an independent financial journalist who occasionally writes articles on market commentary and financial advice. Uplevel Wealth provides tailored investment management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm uses a modern portfolio theory approach, focusing on passive, diversified portfolios with discretionary trading, and operates as a fee-only fiduciary with a small, two-advisor team.
Amanda H
CFP®, Series 66
Portland, OR
Uplevel Wealth
Amanda Harvey is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at Uplevel Wealth since 2021 and previously spent seven years at Vista Capital Partners. Uplevel Wealth provides tailored investment management and comprehensive financial planning mainly for individual and high-net-worth clients. The firm follows a passive, diversified investment approach based on modern portfolio theory and offers discretionary portfolio supervision combined with financial planning services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)