# UP FINANCIAL USA INC.

UP FINANCIAL USA INC. of CALGARY, ALBERTA is an SEC-registered investment adviser.

## Registration

- CRD: 326602
- Type: SEC-registered investment adviser
- SEC file number: 801-128140
- Location: 396 11TH AVE SW, SUITE 1020, CALGARY, ALBERTA, T2R-0C5
- Phone: 587-316-4070
- Latest filing: 2026-05-29
- Regulatory AUM: $4.1M
- Discretionary AUM: $4.1M
- Clients: 5
- Accounts: 14

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Elijah Cody Kirchmaier | DIRECTOR; DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| Nathan Arthur Wood | DIRECTOR | — |
| WOOD GERALD ARTHUR | DIRECTOR | — |
| KIRCHMAIER ELIJAH CODY | DIRECTOR; DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326602/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326602/similar
- Related entities: https://search.stillhousedata.com/firm/326602/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326602

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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.