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| Greenup Street Wealth Management LLC
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|---|---|
| CRD # | 311391 |
| SEC # | 801-122080 |
| CIK # | 0001909904 |
| AUM | 900.4 M (2026-04-13) |
| Employees | 20 (90% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) |
|---|---|---|
| Nvidia Corp | 11.0 | |
| Alphabet Inc | 8.0 | |
| Apple Inc | 7.8 | |
| Facebook Inc | 7.7 | |
| Microsoft Corp | 7.2 | |
| Amazon Com Inc | 6.2 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 5.8 | |
| Tesla Motors Inc | 4.4 | |
| Alcoa Inc | 4.2 | |
| Vulcan Materials Co | 4.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 683 | 266.4 |
| (b) Individuals (high net worth individuals) | 290 | 628.0 |
| (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 | 3.3 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,943 | 900.4 |
| By Discretionary | ||
| Discretionary | 2,932 | 897.0 |
| Non-Discretionary | 11 | 3.3 |
| Total | 2,943 | 900.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 896.9 | |
| Total | 2,943 | 900.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909904] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 14 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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PA | 902.1 M |
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|
Wealthtrust Axiom LLC
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PA | 899.6 M |
|
Nippon Value Investors KK
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898.5 M | |
|
SFAM LLC
✚
|
IL | 896.5 M |
|
Key Client Fiduciary Advisors LLC
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NJ | 896.3 M |