Upstart Wealth Management, LLC
Upstart Wealth Management, LLC is an SEC-registered wealth manager with $385.9M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Upstart Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173728, SEC 801-121693, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $385.9M (2026-05-28)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 91
- CRD
- 173728
- Ownership
- KROEGER, RUSSELL, GARRISON; STANLEY, CHRISTOPHER, DANA; POWSNER, MICHAEL, ALAN; Liu, Youxi
How much AUM does Upstart Wealth Management, LLC have?
Upstart Wealth Management, LLC reported $385.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Upstart Wealth Management, LLC?
Disclosed owners and executives of Upstart Wealth Management, LLC include KROEGER, RUSSELL, GARRISON, STANLEY, CHRISTOPHER, DANA, POWSNER, MICHAEL, ALAN, Liu, Youxi. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.