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NEXT UP WEALTH ADVISORS, LLC
SCOTTSDALE, AZ
480-450-7407
SEC #801-136270Total AUM
$0
Employees
2Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9375 E SHEA BLVD.
SUITE 100
SCOTTSDALE
AZ 85260
United States
SUITE 100
SCOTTSDALE
AZ 85260
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
480-450-7407
Other Offices
1
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.