Wheels Up Wealth, Inc.

RIASEC Registered
Total AUM
$130M
Discretionary
$130M
100% of AUM
Avg account
$284K
Accounts
458
Employees
5
Advisory reps
3

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

FINTRX

Overview

Wheels Up Wealth, Inc. is an independent registered investment adviser that registered with the SEC in 2024. The firm is organized as a corporation and is individually owned. Its client focus is individuals and families, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm reports it does not position itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Cash & Cash Equivalents 4%, Exchange Traded Equities 2%, US Government Bonds 1%94%
  • Public Funds/Mutual Funds94%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 23

Active vs passive

$117M in ETFs

Passive

<1%

$470K

Active

100%

$117M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$34M765,50128.96%
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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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