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LUPU FINANCIAL
LUPU FINANCIAL SERVICES, LLC
CRD 311610
2945 TOWNSGATE RD., SUITE 200, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-484-2500
Fax
805-484-4500
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $7.0M |
| High net worth individuals | 5 | $8.0M |
All web addresses on file
Official SEC filing: View on IAPD