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Greenup Street Wealth Management LLC

● SEC registered since 2021CRD 311391SEC# 801-122080Overland Park, KS
Export (members)
Reg. AUM
$661.7M
Employees
19
Accounts
2,210
Location
Overland Park, KS

Greenup Street Wealth Management LLC assets under management

Greenup Street Wealth Management LLC is a registered investment adviser overseen by the SEC based in Overland Park, KS. The firm has been registered since 2021. It reports $661.7 million in regulatory assets under management and employs 19 people.

Greenup Street Wealth Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Aaron Gideon Kirsch ControlSenior Vice President And Wealth Advisor10-25%2021
Alexander Lawrence Fishman ControlPresident10-25%2021
Anthony Michael Schmitt ControlCeo10-25%2021
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Frequently asked questions

How much does Greenup Street Wealth Management LLC manage?

Greenup Street Wealth Management LLC reports $661.7 million in regulatory assets under management on its Form ADV.

How many employees does Greenup Street Wealth Management LLC have?

Greenup Street Wealth Management LLC reports 19 employees.

Where is Greenup Street Wealth Management LLC located?

Greenup Street Wealth Management LLC is based in Overland Park, KS and has been SEC-registered since 2021.

Does Greenup Street Wealth Management LLC disclose fund performance?

Greenup Street Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7300 W 110th Street, Suite 700, Overland Park, KS 66210
Phone734-656-8121
Fax734-219-4374
Office hours9:00a.m.- 6:00p.m.
SEC regionDenver Regional Office (DRO)
CIK1909904
Discloses disciplinary historyNo

Assets under management

Discretionary$659.2M
Non-discretionary$2.5M
Total (RAUM)$661.7M