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Building 2UPSTART WEALTH MANAGEMENT, LLC

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Phone(415) 549-0646
NotebookSEC #801-121693
Total AUM
$385.9M
Employees
4
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(415) 549-0646
Other Offices
4

ReceiptFinancials

Total AUM
$385.9M
Accounts
207
Discretionary
$385.9M
Accounts
207
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$17.9M
HNW Individual Clients
61
AUM
$366M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTILMANCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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