Anika Hedstrom
Uplevel Wealth LLC · Portland, Oregon
Anika Hedstrom is a fee-only financial advisor at Uplevel Wealth LLC in Portland, Oregon, who holds the CFP and MBA credentials. Anika charges an ongoing planning fee.
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Facts
| Firm | Uplevel Wealth LLC |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Ongoing planning fee |
| Assets under management | $131.4M across 220 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, OR, WA · CRD 6188218 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | uplevelwealth.com |
| Profile |
How Anika's firm compares
- Uplevel Wealth LLC's average account is about $597,000, from its Form ADV (assets managed divided by 220 accounts).
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Questions about Anika
Is Anika Hedstrom a fee-only financial advisor?
Yes. Anika Hedstrom is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anika's firm.
How does Anika charge for financial advice?
Anika charges an ongoing planning fee.
Where is Anika Hedstrom based?
Anika Hedstrom is based in Portland, Oregon.
What credentials does Anika Hedstrom hold?
Anika Hedstrom holds the CFP and MBA credentials.
Is Anika Hedstrom registered with the SEC?
Yes. Anika Hedstrom is registered as an investment adviser representative in CA, OR and WA (CRD 6188218), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Uplevel Wealth LLC manage?
Uplevel Wealth LLC reports $131.4M across 220 accounts in assets under management.
How do I contact Anika Hedstrom?
Through Anika's website, uplevelwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Uplevel Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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