Moveup Financial LLC

Overview

Moveup Financial LLC is a small, single-owner investment advisory firm focused on portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and hourly fees and provides discretionary management services. Its investment posture is equity-heavy: filings show a clear preference for exchange-traded equities as the primary allocation, but the adviser supplements core equity exposure with mutual funds and selective alternative strategies. Moveup Financial does not self-identify as an ESG-focused manager and does not operate as a multi-state adviser or pension consultant. The firm’s capital-allocation model appears client-centric rather than institutional: it does not manage third‑party funds, and its client base is limited to individual and family relationships. Given the fee structure and boutique scale, the adviser likely blends passive and active equity positions while using alternatives to add diversification or targeted return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices