About Level Up Wealth Management
Level Up Wealth Management, LLC is an independent, fee-only investment advisory firm registered with the State of Florida. We provide discretionary investment management and financial planning services tailored to the individual needs and objectives of our clients.
We work with individuals, families, trusts, and organizations seeking a disciplined, thoughtful approach to managing wealth and making financial decisions over time.
Our Role as a Fiduciary
As a registered investment adviser, Level Up Wealth Management acts as a fiduciary. This means we are legally obligated to act in the best interests of our clients and to place client interests ahead of our own. Our fiduciary duty includes:
Providing advice that is suitable based on a client’s financial circumstances, goals, and risk tolerance
Seeking best execution of client transactions
Disclosing material facts and potential conflicts of interest
Our Services
Discretionary investment management, where we manage client portfolios in accordance with agreed-upon objectives and guidelines
Financial planning services for clients who require more comprehensive analysis and recommendations
Compensation Structure
Investment management fees are generally based on assets under management and billed quarterly in advance
Financial planning services, when provided, may be billed on an hourly basis
We do not receive commissions or compensation for the sale of securities or investment products
Custody of Client Assets
Client assets are held at a qualified custodian. Level Up Wealth Management does not maintain custody of client funds or securities, except for the limited authority to deduct advisory fees directly from client accounts with proper authorization.
Clients receive account statements directly from their custodian at least quarterly and are encouraged to review those statements carefully.
About the Founder
Mr. Marsh has a background in finance, executive leadership, and strategic planning. He earned a Bachelor of Science degree in Finance and has held senior leadership roles in both for-profit and nonprofit organizations.
Further information regarding Mr. Marsh’s background, experience, and professional history is provided in the firm’s Brochure Supplement (Form ADV Part 2B), available upon request.
Transparency & Disclosure
We believe transparency is essential to a successful advisory relationship. Clients and prospective clients are encouraged to review our disclosure documents, including:
Form ADV Part 2A – Firm Brochure
Form ADV Part 2B – Brochure Supplement
Privacy Policy
