Upstart Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173728
- Registered since
- July 6, 2021
- Website
- www.upstartwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.85%
- Individuals4.65%
- Charitable Organizations0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Upstart Wealth Management, LLC is an independent, SEC-registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and serves as a selector of outside managers. Its billing options include asset-based fees, hourly consulting, and fixed-fee engagements. Registered in 2021 and organized as an LLC under individual ownership, the firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities78%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Christopher Stanley
Chief Compliance OfficerCRD 5521175
Contacts
3 of 4
Yoo Chung Chang
Tax SpecialistCRD 8047646
Michael Powsner
FounderCRD 5237864
Russell Kroeger
PartnerCRD 6215669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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