RIA Intel›Advisers›Michigan›UPBEAT FINANCIAL INCORPORATED

UPBEAT FINANCIAL INCORPORATED

Advisory

MI

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$164K

across 123 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$0

Non-Discretionary AUM$20M

Discretionary %0%

Total Clients83

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, MI

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

83 clients

3 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 MI

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

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FINANCIAL PLANNING CONSULTANTS OF NORTHERN MICHIGAN,INC.

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4SQUARE ADVISORY SERVICES, INC.

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