# UPSTART WEALTH MANAGEMENT, LLC

UPSTART WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 173728
- Type: SEC-registered investment adviser
- SEC file number: 801-121693
- Phone: (415) 549-0646
- Latest filing: 2026-07-30
- Regulatory AUM: $385.9M
- Discretionary AUM: $385.9M
- Clients: 4
- Accounts: 207

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Michael Alan Powsner | MANAGING MEMBER | — |
| Russell Garrison Kroeger | MEMBER & FINANCIAL PLANNER | — |
| Christopher Dana Stanley | CHIEF COMPLIANCE OFFICER | — |
| STANLEY CHRISTOPHER DANA | CHIEF COMPLIANCE OFFICER | — |
| POWSNER MICHAEL ALAN | MANAGING MEMBER | — |
| KROEGER RUSSELL GARRISON | MEMBER & FINANCIAL PLANNER | — |
| Youxi Liu | MEMBER & FINANCIAL PLANNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173728/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173728/similar
- Related entities: https://search.stillhousedata.com/firm/173728/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173728

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.