Wheels Up Wealth, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 307736
- Registered since
- November 26, 2024
- Website
- wheelsupwealthinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.77%
- Individuals20.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wheels Up Wealth, Inc. is an independent registered investment adviser formed as a corporation and registered with the SEC in 2024. The business targets individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. The adviser does not present itself as a capital allocator, does not flag ESG investing as active in its process, and is not identified as a multi-state or pension consultant.
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
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
- US Government Bonds1%
Contacts
3 of 3
Bridget Harkins
PresidentCRD 6251842
Leigh Beaman
Associate Wealth AdvisorCRD 7864777
Frances Harkins
Director of Financial PlanningCRD 4244859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$106M in ETFs
<1%
$317K
100%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $29.4M | 756,857 | 27.83% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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