Up Financial USA Inc.
Up Financial USA Inc. is an SEC-registered ria in Calgary, Alberta with $4.1M assets under management (AUM, regulatory AUM), +106% over one year. See who owns Up Financial USA Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326602, SEC 801-128140, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $4.1M (2026-05-29)
- Firm type
- Ria
- Location
- Calgary, Alberta
- Employees
- 5
- CRD
- 326602
- Ownership
- 1972254 AB LTD.; KIRCHMAIER, ELIJAH, CODY; WOOD, NATHAN, ARTHUR
How much AUM does Up Financial USA Inc. have?
Up Financial USA Inc. reported $4.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Up Financial USA Inc.?
Disclosed owners and executives of Up Financial USA Inc. include 1972254 AB LTD., KIRCHMAIER, ELIJAH, CODY, WOOD, NATHAN, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.