1UP FINANCIAL ADVISORS LLC

1UP FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 319193). Regulatory assets under management: $2.1M.

Registration

• CRD: 319193
• Type: Registered investment adviser
• Phone: 919-218-2315
• Latest filing: 2026-03-08
• Regulatory AUM: $2.1M
• Discretionary AUM: $1.9M
• Non-discretionary AUM: $147K
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319193 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search