RIA Intel›Advisers›UPSTART WEALTH MANAGEMENT, LLC

UPSTART WEALTH MANAGEMENT, LLC

Advisory

N·

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

Total AUM
$386M
1-Year AUM Growth
0.0%
3-Year CAGR
+27.3%
Employees
4
Assets Under Management
Total AUM$386M
Discretionary AUM$386M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients89
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingJun 4, 2021
Latest FilingFeb 20, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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