|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wheels UP Wealth Inc
✚
|
|
|---|---|
| CRD # | 307736 |
| SEC # | 801-131524 |
| CIK # | |
| AUM | $122.9 M (2025-01-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 707-400-0992 |
| Address | 602 West K Street Benicia, CA 94510 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 23.5 |
| (b) Individuals (high net worth individuals) | 36 | 99.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 397 | 122.9 |
| By Discretionary | ||
| Discretionary | 397 | 122.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 397 | 122.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.9 | |
| Total | 397 | 122.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cypress Advisory Group LLC
✚
|
AZ | 0.1 |
|
15 Equity LLC
✚
|
CA | 0.1 |
|
Stapp Wealth Management PLLC
✚
|
WA | 0.1 |
|
Syndicated Capital Inc
✚
|
CA | 0.1 |
|
Forefront Asset Management LLC
✚
|
VA | 0.1 |
|
Copia Wealth Management LLC
✚
|
OR | 0.1 |
|
Prince Asset Management Inc
✚
|
FL | 0.1 |
|
River Crescent Advisors LLC
✚
|
VA | 0.1 |
|
Manna Wealth Management Inc
✚
|
FL | 0.1 |
|
FOG City Advisors LLC
✚
|
CA | 0.1 |