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UPSTART WEALTH MANAGEMENT, LLC
CRD 173728 · SEC 801-121693
CA, United States
Phone
(415) 549-0646
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$385.9M
Discretionary AUM
$385.9M
Team
4 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $17.9M |
| High net worth individuals | 61 | $366.0M |
States served
CA, IL, MA, NY, NC, TX, NH, CT
All web addresses on file
Official SEC filing: View on IAPD