Next Up Wealth Advisors, LLC

RIASEC RegisteredEst. 2026

Total AUM

$100M

Discretionary

$79.7M

80% of AUM

Avg account

$341K

Accounts

294

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 342136
Registered since: May 14, 2026
Custodians: CHARLES SCHWAB & CO., INC., FLOURISH, PONTERA, ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.88%
Individuals19.87%
Charitable Organizations0.25%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Next Up Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is individually owned and serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include assets-under-management fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and does not act as a capital allocator to third-party fund managers.