Overview
Assets Under Management: $130 million
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Frequently Asked Questions
WHEELS UP WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307736), WHEELS UP WEALTH, INC. is subject to fiduciary duty under federal law.
WHEELS UP WEALTH, INC. serves 46 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, WHEELS UP WEALTH, INC. offers financial planning and portfolio management for individuals. View all service details ↓
WHEELS UP WEALTH, INC. manages $130 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, WHEELS UP WEALTH, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 458
Discretionary Accounts: 458
Regulatory Filings
CRD Number: 307736
Filing ID: 2044729
Last Filing Date: 2026-02-09 12:04:26