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NEXT UP WEALTH ADVISORS, LLC
CRD 342136 · SEC 801-136270
9375 E SHEA BLVD., SUITE 100, SCOTTSDALE, AZ, 85260, United States
Phone
480-450-7407
Fax
—
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
States served
AZ, VA
All web addresses on file
Official SEC filing: View on IAPD