EM
Erik Marsh
LEVEL UP WEALTH MANAGEMENT
TAMPA, FL
CRD#: 8179721
Some features on this profile are disabled
EM
Erik MarshLEVEL UP WEALTH MANAGEMENT
Professional summary
Erik Marsh is a registered financial advisor currently at LEVEL UP WEALTH MANAGEMENT located in Tampa, Florida.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Erik has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Marsh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 12, 2025 - Present
LEVEL UP WEALTH MANAGEMENT
RIA
CRD#: 339278
TAMPA, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/12/2025)
Current Firm
LU
LEVEL UP WEALTH MANAGEMENT
LEVEL UP WEALTH MANAGEMENT | LEVEL UP WEALTH MANAGEMENT LLC
CRD#: 339278 / SEC#:
Florida
Registered Investment Advisory firm - (11/12/2025 Approved)Loading...
Contact information
Main Address
Tampa, FL
Mailing Address
Phone number
(813) 505-5989
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
