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Building 2WHEELS UP WEALTH, INC.

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Phone(707) 400-0992
NotebookSEC #801-131524
Total AUM
$130M
Employees
5
Clients
114

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
(707) 400-0992

ReceiptFinancials

Total AUM
$130M
Accounts
458
Discretionary
$130M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$26.3M
HNW Individual Clients
46
AUM
$103.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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