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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $1,203,697
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, NC, NE, NH, NY, TX

Financial Advisors at Upstart Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Zachary J. Bennedsen
CRD#: 6956787
New York, NY

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.

2
Russell G. Kroeger
CRD#: 6215669
New York, NY

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.

3
Michael A. Powsner
CRD#: 5237864
New York, NY

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.

4
Youxi Liu
CRD#: 7416108
New York, NY

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.

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