Wealthup
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Overview
Wealthup operates as a financial advisor company located in San Francisco, California. The firm handles $1.5 thousand in assets under management throughout three accounts. Wealthup has a small group, including 1 financial advisor. Wealthup is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, options and stocks.
Wealthup administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing the client's consent. The advisory firm manages roughly $499 in assets for every account. The average advisor at Wealthup manages around three client accounts, making it one of the most personalized firms in the country.
Wealthup's central office is located at 535 Mission St., San Francisco, California 94105.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wealthup by the Numbers
$1.5 thousand
6
3
$498.7
Fee Structure
Fees for financial advisory services usually depend on the type of services offered. Fee types billed by Wealthup can include the following fee types: asset-based or fixed. Wealthup does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Wealthup caters to retail investors. Out of its three customers, Wealthup's largest client type by number of accounts is retail investors. None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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