NEXT UP WEALTH ADVISORS, LLC

NEXT UP WEALTH ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 342136). Regulatory assets under management: $100.2M.

Registration

• CRD: 342136
• SEC file number: 801-136270
• Type: Registered investment adviser
• Location: 9375 E SHEA BLVD., SCOTTSDALE, AZ, 85260
• Phone: 480-450-7407
• Latest filing: 2026-08-03
• Regulatory AUM: $100.2M
• Discretionary AUM: $79.7M
• Non-discretionary AUM: $20.5M
• Clients: 2
• Accounts: 294

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342136 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search