UPSTART WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$385,902,821
Discretionary
$385,902,821
Non-discretionary
$0
Firm details
- CRD number
- 173728
- SEC file number
- 801-121693
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.UPSTARTWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.