Wayup Wealth Building Group

Overview

Wayup Wealth Building Group is a small, sole‑proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm serves individual and family clients under a performance‑based fee model, and its filings classify it as an unclassified adviser that does not operate as a multi‑state or pension consultant adviser. Investment activity is concentrated in publicly traded equities and mutual funds; the firm reports a clear preference for equity exposure and does not present itself as a capital allocator to private or illiquid vehicles. The practice’s scale and structure suggest a hands‑on, bespoke approach to client portfolios rather than a large institutional platform. The adviser is not an active ESG investor according to its disclosures, and it does not list relationships with third‑party alternative asset managers in its reported allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices