Aaron
Kirsch

Greenup Street Wealth Management LLC

CRD#4382602
Investment Advisor
in Calabasas, CA

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About this Advisor

Aaron Kirsch is a financial advisor based in Calabasas, California, working with Greenup Street Wealth Management LLC. Aaron has previously held positions 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. Aaron has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Aaron is part of Greenup Street Wealth Management LLC, which operates out of Calabasas, California. The firm has 2 offices and 15 employees. The firm manages assets totaling $510.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Greenup Street Wealth Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

24013 Ventura Blvd Suite 202
Calabasas, CA 91302

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Greenup Street Wealth Management LLC Brokerage Details

Total Assets Under Management

$510,829,034

CA Average: $2,243,162,756
Total Number of Employees

15

CA Average: 44
Total Number of Accounts

1,697

CA Average: 4,091
Average Account Size

$301,019

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Aaron Kirsch Work History

2021 - Present (3 years)

Greenup Street Wealth Management

2021 - Present (3 years)

Greenup Street Wealth Management LLC

2018 - 2021 (3 years)

Spotlight Asset Group, Inc

2017 - 2018 (1 year)

Top Advisors Media

2017 - 2018 (1 year)

Total Wealth

2013 - 2018 (5 years)

Cetera Advisors LLC

2010 - 2018 (8 years)

Kirsch Wealth Management

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

Grace Arnold
Cleveland Heights, OH
Bradley Skluzacek
Overland Park, KS
Anthony Schmitt
Overland Park, KS
Dennis Goodwin
Overland Park, KS
Antonio Marquez
Overland Park, KS
Michael Mitchell
Overland Park, KS
Barbara Deboer
Sanfod, FL
Michael Mercer
Prairie Village, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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