GOLDEN SPARK INSIGHTS

RIASEC RegisteredEst. 2026
Total AUM
$400M
Discretionary
$400M
100% of AUM
Avg account
$200M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
FAIRFAX, Virginia
CRD number
339382
Registered since
March 20, 2026
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Golden Spark Insights is a corporation that positions itself as an institutional-facing adviser and sponsor of investment vehicles. The firm registered with the SEC in 2026 and is owned by an individual. Its advisory work centers on portfolio management for businesses and institutions and it also runs educational seminars or workshops. Business activity is listed as “other financial product salesperson,” and its industry roles include acting as an investment adviser and sponsor as well as serving as a GP or managing member of pooled investment vehicles. Fee arrangements combine a percentage of assets under management with subscription-style fees and performance-based compensation, a mix that aligns with both traditional discretionary mandates and private fund structures. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Contacts

1 of 1
  • Ujjwall Sai Sunder Uppuluri

    Founder and PrincipalCRD 8181452

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FAIRFAX, VA

FAIRFAX CITY

Location

FAIRFAX, VA

Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX CITY
Address
4810 Pheasant Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth