|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Upstart Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 173728 |
| SEC # | 801-121693 |
| CIK # | 0001902383 |
| AUM | $294.0 M (2025-04-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 415-549-0646 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 15.9 |
| (b) Individuals (high net worth individuals) | 58 | 276.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 202 | 294.0 |
| By Discretionary | ||
| Discretionary | 202 | 294.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 202 | 294.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 291.7 | |
| Total | 202 | 294.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001902383] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
VCI Wealth Management LLC
✚
|
MO | 0.3 |
|
Molly B Investment Group LLC
✚
|
GA | 0.3 |
|
Trail Ridge Investment Advisors LLC
✚
|
CO | 0.3 |
|
TJT Capital Group LLC
✚
|
CT | 0.3 |
|
AP Wealth Management LLC
✚
|
GA | 0.3 |
|
Monhegan Capital Management LLC
✚
|
0.3 | |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |
|
NWM Advisors LLC
✚
|
CA | 0.3 |
|
Centerline Wealth Advisors LLC
✚
|
KY | 0.3 |