Upstart Wealth Management, LLC
Upstart Wealth Management, LLC (CRD# 173728) is a financial advisory firm headquartered in , . They manage $247,961,661 in 206 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management248MILLION
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Total Number of Accounts206ACCOUNTS
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Average Account Value$1,203,697
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MA, NC, NE, NH, NY, TX
Zachary Bennedsen (CRD# 6956787) is an Investment Advisor Representative working at Upstart Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.
Russell Kroeger (CRD# 6215669) is an Investment Advisor Representative working at Upstart Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.
Michael Powsner (CRD# 5237864) is an Investment Advisor Representative working at Upstart Wealth Management, LLC in New York, NY and has over 12 years of experience in the finance industry.
Youxi Liu (CRD# 7416108) is an Investment Advisor Representative working at Upstart Wealth Management, LLC in New York, NY and has 1 year of experience in the finance industry.