


Level Up Life Planning
Financial Services • Albuquerque, New Mexico, United States • 1-10 Employees
Company overview
| Headquarters | 6745 Academy Rd NE, Suite C, Albuquerque, New Mexico 87109, US |
| Phone number | +19704260239 |
| Websites | |
| NAICS | 52 |
| Keywords | Financial Advising, Investments, Tax Planning, Financial Coaching, Retirement Planning, Life Insurance, Financial Planning, College Savings, Smartvestor Pro |
| Founded | 2022 |
| Employees | 1-10 |
| Socials |
Key Contact at Level Up Life Planning
Danielle Noonan
Director of Operations
Level Up Life Planning Email Formats
Level Up Life Planning uses 1 email format. The most common is {first name} (e.g., john@lulpc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@lulpc.com | 100% |
About Level Up Life Planning
At Level Up Life Planning, LLC, we help people get to where they want to go. We help with investments, financial planning, 401k optimization, financial coaching, life insurance, tax planning, education savings, and much more. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Level Up Life Planning, LLC, and Cambridge Investment Research, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
Level Up Life Planning revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Level Up Life Planning has never raised funding before.
Level Up Life Planning Tech Stack
Discover the technologies and tools that power Level Up Life Planning's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Maps
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
JavaScript frameworks
Analytics
Analytics
Frequently asked questions
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