Amanda Harvey
Uplevel Wealth · Portland, Oregon
Amanda Harvey is a fee-only financial advisor at Uplevel Wealth in Portland, Oregon, who holds the CFP credential. Uplevel Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uplevel Wealth |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $131.4M across 220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OR, WA · CRD 4448078 |
| Exams passed | Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | uplevelwealth.com |
How Amanda's firm compares
- Uplevel Wealth's average account is about $597,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Amanda
Is Amanda Harvey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Uplevel Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, Uplevel Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Amanda Harvey based?
Amanda Harvey is based in Portland, Oregon.
What credentials does Amanda Harvey hold?
Amanda Harvey holds the CFP credential.
Is Amanda Harvey registered with the SEC?
Yes. Amanda Harvey is registered as an investment adviser representative in CA, OR and WA (CRD 4448078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uplevel Wealth manage?
Uplevel Wealth reports $131.4M across 220 accounts in assets under management.
How do I contact Amanda Harvey?
Through Amanda's website, uplevelwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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