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WHEELS UP WEALTH, INC.

CRD 307736 · SEC 801-131524

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$130.0M

Discretionary AUM

$130.0M

Team

5 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals68$26.3M
High net worth individuals46$103.7M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD