# Level Up Wealth Management

> Level Up Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 339278
- Filed as: LEVEL UP WEALTH MANAGEMENT
- Legal name: Level Up Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339278
- AdvisorCensus page: https://advisorcensus.com/firm/level-up-wealth-management-339278

## Quick answers

**How is Level Up Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Level Up Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Level Up Wealth Management registered with the SEC or a state?**
Level Up Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339278.

**How much does Level Up Wealth Management manage?**
Level Up Wealth Management reports $11,489,362 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**Does Level Up Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339278

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,489,362
- Discretionary: $11,489,362
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $904,084 |
| High net worth individuals | Fewer than 5 | $10,585,278 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- levelupwealthmanagement.com
- LinkedIn @level-up-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Level Up Wealth Management (CRD 339278): Form ADV filing data as of October 2026.