Greenup Street Wealth Management LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 311391
- Registered since
- August 27, 2021
- Website
- greenupwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.75%
- Individuals29.59%
- Pension & Profit Sharing Plans0.36%
- Charitable Organizations0.26%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Greenup Street Wealth Management LLC is an independent, privately owned registered investment adviser that focuses on individual and family clients. The firm is organized as an LLC and is registered with the SEC (initial registration in 2021). Its advisory mandate centers on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside managers when appropriate. The firm describes itself as a capital allocator and charges clients via a percentage-of-AUM schedule as well as in some cases fixed fees. Industry relationships referenced in filings include an accounting firm and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$633M in ETFs
65%
$410M
34%
$223M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $145M | 196,560 | 22.98% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 7300 W 110th St
- Time zone
- CT (UTC-6)
- Office locations
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