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Next Up Wealth Advisors, LLC

● SEC registered since 2026CRD 342136SEC# 801-136270Scottsdale, AZ
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
Location
Scottsdale, AZ

Next Up Wealth Advisors, LLC assets under management

Next Up Wealth Advisors, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2026. It employs 2 people.
nextupwealthadvisors.comView on SEC.gov ↗

Next Up Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Amanda Marie Wray ControlManaging Member, CcoOver 75%2026

Frequently asked questions

How many employees does Next Up Wealth Advisors, LLC have?

Next Up Wealth Advisors, LLC reports 2 employees.

Where is Next Up Wealth Advisors, LLC located?

Next Up Wealth Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2026.

Does Next Up Wealth Advisors, LLC disclose fund performance?

Next Up Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9375 E Shea Blvd., Suite 100, Scottsdale, AZ 85260
Phone480-450-7407
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo