NEXT UP WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$100,234,754
Discretionary
$79,699,485
Non-discretionary
$20,535,269
Firm details
- CRD number
- 342136
- SEC file number
- 801-136270
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://nextupwealthadvisors.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.