Wheels Up Wealth, Inc.
Wheels Up Wealth, Inc. is an SEC-registered wealth manager with $130.0M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Wheels Up Wealth, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307736, SEC 801-131524, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $130.0M (2026-02-09)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 114
- CRD
- 307736
- Ownership
- HARKINS, BRIDGET, ELIZABETH
How much AUM does Wheels Up Wealth, Inc. have?
Wheels Up Wealth, Inc. reported $130.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Wheels Up Wealth, Inc.?
Disclosed owners and executives of Wheels Up Wealth, Inc. include HARKINS, BRIDGET, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.