RIA Intel›Advisers›Virginia›UPWARD FINANCIAL PLANNING, LLC

UPWARD FINANCIAL PLANNING, LLC

Advisory

VINTON, VA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Average account

$223K

across 77 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$16M

Non-Discretionary AUM$972K

Discretionary %94.3%

Total Clients77

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

77 clients

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

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