RIA Intel›Advisers›Florida›LEVEL UP WEALTH MANAGEMENT LLC

LEVEL UP WEALTH MANAGEMENT LLC

Advisory

FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in FL

#2,155

of 2,610 advisers by AUM

Average account

$821K

across 14 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

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

$11M

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PETTUS & DAWKINS FINANCIAL GROUP, LLC

$12M

HARBORLIGHT CAPITAL MANAGEMENT, LLC

$11M

CAMPBELL & ASSOCIATES, P.A., C.P.A.'S

WINTER HAVEN, FL

$11M

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