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GREENUP STREET WEALTH MANAGEMENT LLC
CRD 311391 · SEC 801-122080
7300 W 110TH STREET, SUITE 700, OVERLAND PARK, KS, 66210, United States
Phone
734-656-8121
Fax
734-219-4374
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$900.4M
Discretionary AUM
$897.0M
Team
20 total employees; 18 advisory reps; 14 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 683 | $266.4M |
| High net worth individuals | 290 | $628.0M |
States served
VT, AL, AK, AR, CA, CO, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
- https://www.facebook.com/thinkwealth.io
- https://thinkwealth.io/
- https://www.linkedin.com/company/thinkwealth-by-greenup/
- https://www.facebook.com/GreenupWealth/
- http://www.greenupwealth.com
- https://www.linkedin.com/company/greenup-wealth/
- https://twitter.com/GreenupWealth
- https://www.instagram.com/greenup_wealth/?hl=en
- https://www.youtube.com/@greenupwealthmanagement8560
- https://vimeo.com/user186860592
- https://greenupwealth.podbean.com/
Official SEC filing: View on IAPD