# UPLEVEL WEALTH

> FINRA firm 312641 · ACTIVE · PORTLAND, OR

## Key facts

- **FINRA firm ID:** 312641
- **Firm name:** UPLEVEL WEALTH
- **Other names:** UPLEVEL WEALTH, UPLEVEL WEALTH LLC
- **Investment Adviser scope:** ACTIVE
- **Branches:** 1
- **Has disclosure events:** No
- **Headquarters:** PORTLAND, OR, 97225, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/312641

## Citation

> FINRA BrokerCheck, firm 312641 (UPLEVEL WEALTH). Retrieved via AI Analytics 2026-05-19 from https://api.ai-analytics.org/broker/312641.

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