UPSTART WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 173728). Regulatory assets under management: $385.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |