# UPBEAT WEALTH

UPBEAT WEALTH of NEW ORLEANS, LA is an SEC-registered investment adviser.

## Registration

- CRD: 314880
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314880/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314880/similar
- Related entities: https://search.stillhousedata.com/firm/314880/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314880

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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.