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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Greenup Street Wealth Management LLC
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|---|---|
| CRD # | 311391 |
| SEC # | 801-122080 |
| CIK # | 0001909904 |
| AUM | $661.7 M (2025-07-03) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 734-656-8121 |
| Address | 7300 W 110th Street Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 8.0 | ||
| Nvidia Corp | 7.9 | ||
| Alphabet Inc | 6.8 | ||
| Microsoft Corp | 6.0 | ||
| Eaton Corp Ltd | 5.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.8 | ||
| Tesla Motors Inc | 5.6 | ||
| Tyler Technologies Inc | 5.3 | ||
| Novartis AG | 5.1 | ||
| Oracle Corp | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 547 | 220.7 |
| (b) Individuals (high net worth individuals) | 202 | 436.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,210 | 661.7 |
| By Discretionary | ||
| Discretionary | 2,206 | 659.2 |
| Non-Discretionary | 4 | 2.5 |
| Total | 2,210 | 661.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 658.6 | |
| Total | 2,210 | 661.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909904] |
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