UPBEAT WEALTH

UPBEAT WEALTH of NEW ORLEANS, LA is an SEC-registered investment adviser (CRD 314880). Regulatory assets under management: $14.6M.

Registration

• CRD: 314880
• Type: Registered investment adviser
• Location: 2831 ST CLAUDE AVE, NEW ORLEANS, LA, 70117
• Phone: 504-386-3856
• Latest filing: 2026-01-30
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 2
• Accounts: 95

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search