| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Dana Stanley Control | Chief Compliance Officer | Under 5% | 2021 |
| Michael Alan Powsner Control | Managing Member | Over 75% | 2014 |
| Russell Garrison Kroeger Control | Member & Financial Planner | 10-25% | 2019 |
Upstart Wealth Management, LLC reports $294 million in regulatory assets under management on its Form ADV.
Upstart Wealth Management, LLC reports 4 employees.
Upstart Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (415) 549-0646 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1902383 |
| Discloses disciplinary history | No |
| Discretionary | $294M |
| Non-discretionary | $0 |
| Total (RAUM) | $294M |