Tradeup Wealth Management, Inc.

Overview

Tradeup Wealth Management, Inc. is a corporation that registered with the SEC in 2026 and describes its primary activity as portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and identifies as a newly formed adviser. It is not organized as a capital allocator, is not a multi-state adviser, and does not position itself as an active ESG investor or a pension consultant. Regulatory and industry affiliations listed for the firm include relationships with a broker-dealer, another investment adviser, and a CPO/CTA. Ownership is noted as a combination of a domestic entity and an individual, and the firm’s classification is recorded as unclassified. These attributes suggest a small, early-stage advisory practice leaning on established industry relationships rather than a broad national platform.

Assets & Accounts