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UPHOLDINGS
UPHOLDINGS GROUP LLC
CRD 301340 · SEC 801-119773
1030 16TH AVE S, 2ND FLOOR #50, NASHVILLE, TN, 37212, United States
Phone
615-669-8699
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.3M
Discretionary AUM
$51.3M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13 | $51.3M |
All web addresses on file
Official SEC filing: View on IAPD