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| Upstart Wealth Management LLC
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|---|---|
| CRD # | 173728 |
| SEC # | 801-121693 |
| CIK # | 0001902383 |
| AUM | 385.9 M (2026-05-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-549-0646 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coinbase Global Inc | 35.0 | ||
| Apple Inc | 19.3 | ||
| Nvidia Corp | 18.5 | ||
| Microsoft Corp | 11.6 | ||
| Alphabet Inc | 10.7 | ||
| Palantir Technologies Inc | 10.7 | ||
| Celestica Inc | 9.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 9.3 | ||
| Trebia Acquisition Corp | 8.3 | ||
| Facebook Inc | 7.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 17.9 |
| (b) Individuals (high net worth individuals) | 61 | 366.0 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 207 | 385.9 |
| By Discretionary | ||
| Discretionary | 207 | 385.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 207 | 385.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 383.3 | |
| Total | 207 | 385.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001902383] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
MacroView Investment Management LLC
✚
|
MD | 387.1 M |
|
Lewis Asset Management LLC
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|
CA | 387.1 M |
|
New Wave Wealth Advisors LLC
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AR | 386.8 M |
|
Balance Wealth Partners LLC
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|
OH | 386.7 M |
|
1836 Asset Management LLC
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|
TX | 386.6 M |
|
Skyline Advisors Inc
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|
WA | 386.5 M |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 386.4 M |
|
Cannon Capital Management Inc
✚
|
UT | 386.1 M |
|
TAPP Finance Inc
✚
|
386.0 M | |
|
Planning Strategies Inc
✚
|
PA | 384.8 M |