Uphorizon Securities
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 328256
- Registered since
- August 12, 2024
Firm profile
FINTRXOverview
Uphorizon Securities is organized as a limited liability company that registered with the SEC in 2024. Its ownership is listed as a domestic entity and individual combination, and the data classifies the firm as unclassified rather than assigning it to a standard advisory category. Public filings and the dataset provide very limited operational detail. Uphorizon is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser. The firm has not supplied descriptions of its advisory activities, business lines, fee structure, or target client base in the available records.
Assets & Accounts
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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