WHEELS UP WEALTH, INC.

WHEELS UP WEALTH, INC. of BENICIA, CA is an SEC-registered investment adviser (CRD 307736). Regulatory assets under management: $130.0M.

Registration

• CRD: 307736
• SEC file number: 801-131524
• Type: Registered investment adviser
• Location: 602 WEST K STREET, BENICIA, CA, 94510
• Phone: (707) 400-0992
• Latest filing: 2026-02-09
• Regulatory AUM: $130.0M
• Discretionary AUM: $130.0M
• Clients: 5
• Accounts: 458

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307736 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search