Up Fintech Asset Management
Up Fintech Asset Management is an SEC-registered ria in Newtown Square, PA with $1.5M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Up Fintech Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285915, SEC 801-114105, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $1.5M (2026-04-01)
- Firm type
- Ria
- Location
- Newtown Square, PA
- Employees
- 2
- Clients
- 3
- CRD
- 285915
- Ownership
- WEISSMAN, DAVID, HENRY; MENDEZ, CHRISTOPHER, RAYMOND; FOULKE, DAVID, PARDEE; XU, YANG; TIGER FINTECH HOLDINGS INC.
How much AUM does Up Fintech Asset Management have?
Up Fintech Asset Management reported $1.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Up Fintech Asset Management?
Disclosed owners and executives of Up Fintech Asset Management include WEISSMAN, DAVID, HENRY, MENDEZ, CHRISTOPHER, RAYMOND, FOULKE, DAVID, PARDEE, XU, YANG, TIGER FINTECH HOLDINGS INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.