RIA Intel›Advisers›Colorado›LEVEL UP FINANCIAL PLANNING, LLC

LEVEL UP FINANCIAL PLANNING, LLC

Advisory

CO

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$81K
across 90 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
61
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients61
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

BIGELOW MUNICIPAL BOND ADVISERS, LLC
DENVER, CO
$7M
+64.4% 1Y
STONEGATE CAPITAL MANAGEMENT, LLC
$7M
LYNCH FINANCIAL GROUP LLC
DENVER, CO
$8M
SCOPE WEALTH MANAGEMENT, LLC
$7M
EQUITY ASSETS MANAGEMENT, INC.
STEAMBOAT SPRINGS, CO
$8M
0.0% 1Y
MILLION PEBBLES
$8M

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