Wheels Up Wealth, Inc.
Wheels Up Wealth, Inc. (CRD# 307736) is a financial advisory firm headquartered in Benicia, CA. They manage $103,957,971 in 368 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management104MILLION
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Total Number of Accounts368ACCOUNTS
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Average Account Value$282,494
- 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
CA, TX
Frances Harkins, CFP®, AIF®, MA (CRD# 4244859) is an Investment Advisor Representative working at North Capital in Benicia, California and has over 25 years of experience in the finance industry. Frances has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards. Frances also demonstrates her commitment to giving clients her best and unbiased advice as an Accredited Investment Fiduciary (AIF®). The AIF mark stands for professionals who are dedicated to using prudent and best practices to provide clients a fiduciary standard of care. The practices focus on seven core values which include Responsibility, Excellence, Integrity, Client Service, Collaboration, Knowledge and Security.
Bridget Harkins (CRD# 6251842) is an Investment Advisor Representative working at Wheels Up Wealth, Inc. in Benicia, CA and has over 8 years of experience in the finance industry.