| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridget Elizabeth Harkins Control | President, Cio, & Cco | Over 75% | 2020 |
Wheels Up Wealth, Inc. reports $122.9 million in regulatory assets under management on its Form ADV.
Wheels Up Wealth, Inc. reports 5 employees.
Wheels Up Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (707) 400-0992 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $122.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $122.9M |