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UP FINTECH ASSET MANAGEMENT
WEALTHN LLC
CRD 285915 · SEC 801-114105
18 CAMPUS BOULEVARD, SUITE 100, NEWTOWN SQUARE, PA, 19073, United States
Phone
480-631-4700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.5M
Discretionary AUM
$1.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $1.5M |
States served
PA
All web addresses on file
Official SEC filing: View on IAPD