LUPU FINANCIAL

LUPU FINANCIAL of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 311610). Regulatory assets under management: $15.0M.

Registration

• CRD: 311610
• Type: Registered investment adviser
• Location: 2945 TOWNSGATE RD., WESTLAKE VILLAGE, CA, 91361
• Phone: 805-484-2500
• Latest filing: 2026-02-06
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311610 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search