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UPBEAT WEALTH
UPBEAT WEALTH, LLC
CRD 314880
2831 ST CLAUDE AVE, NEW ORLEANS, LA, 70117, United States
Phone
504-386-3856
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.6M
Discretionary AUM
$14.6M
Team
2 total employees; 2 advisory reps; 33 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.2M |
All web addresses on file
- https://www.linkedin.com/company/upbeat-wealth
- https://www.facebook.com/UpbeatWealth
- https://www.upbeatwealth.com
- https://www.instagram.com/miketurinola
- https://x.com/miketuri_
- https://www.linkedin.com/in/miketuri
- https://www.instagram.com/upbeatwealth/
- https://www.instagram.com/ejurgie3/
- https://x.com/ejurgie3
- https://www.linkedin.com/in/ejurgielewicz/
Official SEC filing: View on IAPD