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UPTICK PARTNERS, LLC
CRD 324250 · SEC 801-127235
777 EAST AUSTIN, NACOGDOCHES, TX, 75965, United States
Phone
(936) 800-0800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
25 total employees; 25 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 760 | $276.4M |
| High net worth individuals | 375 | $784.4M |
| Charitable organizations | 3 | $661K |
| Corporations/business entities | 1 | $1.7M |
States served
AL, AZ, AR, CA, CO, GA, IL, KS, LA, NY, OK, SC, TN, MO, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/olympus-wealth-strategies
- https://www.linkedin.com/company/dvorakfinancialplanning/
- https://www.facebook.com/DvorakFinancialPlanning
- https://uptickpartners.com/
- https://www.holisticplanning.com
- https://www.linkedin.com/company/holistic-planning/
- https://dvorakfp.com/
- https://www.instagram.com/olympuswealthstrategies/
- https://www.facebook.com/OlympusWealthStrategies/
- https://www.linkedin.com/company/uptick-partners/
- https://www.coppertreefp.com/
- https://www.anchorpointefp.com
Official SEC filing: View on IAPD