RIA Intel›Advisers›Louisiana›UPBEAT WEALTH, LLC

UPBEAT WEALTH, LLC

Advisory

NEW ORLEANS, LA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account
$154K
across 95 accounts
AUM per adviser
$7M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$15M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, LA, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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FULLINGTON & ASSOCIATES, LLC
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