Aaron
Kirsch
Greenup Street Wealth Management LLC
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About this Advisor
Aaron Kirsch is a certified financial planner operating out of Calabasas, California who has 2 years of industry experience. Kirsch currently works for Greenup Street Wealth Management LLC. Throughout their career, Kirsch has worked at Cetera Advisors LLC, Top Advisors Media, Total Wealth, Spotlight Asset Group, Inc, Kirsch Wealth Management, Greenup Street Wealth Management and Greenup Street Wealth Management LLC. Kirsch maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Greenup Street Wealth Management LLC is a registered investment company that has its headquarters in Ann Arbor, MI. The firm has offices in two locations and a total of 12 advisors. It manages $359 million in assets among its 1,301 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 1,301 customer accounts, 27% are held by high-net-worth investors who have more than $1 million in investable assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Greenup Street Wealth Management LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$359,407,070
12
1,301
$276,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Aaron Kirsch Work History
Aaron has been registered as a financial advisor for 2 years.*
Greenup Street Wealth Management
Greenup Street Wealth Management LLC
Spotlight Asset Group, Inc
Top Advisors Media
Total Wealth
Cetera Advisors LLC
Kirsch Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Kirsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greenup Street Wealth Management LLC
Ann Arbor, MI
Overland Park, KS
Overland Park, KS
Ann Arbor, MI
Ann Arbor, MI
Calabasas, CA
Overland Park, KS
Overland Park, KS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
