RIA Intel›Advisers›Ohio›REACHING UPWARD FINANCIAL SOLUTIONS LLC

REACHING UPWARD FINANCIAL SOLUTIONS LLC

Advisory

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$101K

across 3 accounts

AUM per adviser

$304K

1 adviser

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$304K

Discretionary %

100%

Clients

3

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$304K

Discretionary AUM$304K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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SFG WEALTH MANAGEMENT LLC

GROVE CITY, OH

$245K

WELLNESS INVESTMENT ADVISERS LLC

$234K

LIVE AND GIVE FINANCIAL LLC

$438K

TONJES FINANCE LLC

FINDLAY, OH

$457K

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