UPHORIZON, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 328256
- Registered since
- August 12, 2024
Firm profile
FINTRXOverview
Uphorizon, LLC is organized as a limited liability company and is listed as SEC-registered in 2024. FINTRX identifies its owner type as a mix of a domestic entity and an individual and assigns the firm an "unclassified" advisor classification. The dataset indicates the firm is not a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and does not serve in a pension consultant or related-adviser capacity.
Assets & Accounts
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
Owners & executives
1 of 1Zhentao Wang
CEOCRD 7740723
Contacts
1 of 1RICARDO CLARKE
FinOpCRD 6253240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 10250 Constellation Blvd
- Time zone
- PT (UTC-8)
- Office locations
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