Upright Financial Corp
Upright Financial Corp is an SEC-registered wealth manager with $98.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Upright Financial Corp: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107303, SEC 801-38340, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $98.0M (2026-03-30)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 33
- CRD
- 107303
- Ownership
- CHIUEH, YOWSHANG, DAVID; YOW-SHANG CHIUEH; Huang, Yen Chieh, Kevin; JOU, CAROL
How much AUM does Upright Financial Corp have?
Upright Financial Corp reported $98.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Upright Financial Corp?
Disclosed owners and executives of Upright Financial Corp include CHIUEH, YOWSHANG, DAVID, YOW-SHANG CHIUEH, Huang, Yen Chieh, Kevin, JOU, CAROL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.