Anika Rose Hedstrom
Investment adviser representative at Uplevel Wealth
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$131.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Uplevel Wealth LLCJan 2021 to now
- Self-employedJun 2020 to Dec 2020
- Vista Capital PartnersApr 2015 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, OR, WA).
Uplevel Wealth
Legal name: Uplevel Wealth LLC
$131.4MAssets managed
44Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6188218
- Firm CRD
- 312641