Upbeat Wealth

Upbeat Wealth (CRD# 314880) is a financial advisory firm headquartered in New Orleans, LA. They manage $2,865,197 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2831 St Claude Ave, New Orleans, LA 70117
https://www.facebook.com/upbeatwealth
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $58,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Upbeat Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Michael Turi, financial advisor New Orleans LA
Michael A. Turi
CRD#: 5966157
New Orleans, LA

Michael Turi (CRD# 5966157) is an Investment Advisor Representative working at Upbeat Wealth in New Orleans, LA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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