WEALTHN LLC
Doing business as UP FINTECH ASSET MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,500,000
Discretionary
$1,500,000
Non-discretionary
$0
Firm details
- CRD number
- 285915
- SEC file number
- 801-114105
- Main office
- NEWTOWN SQUARE, PA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.upfintecham.com
- Fee structure
-
Percentage of AUM
As of May 2026.