WEALTHUP
  • WEALTHUP
  • PERSONAL ADVISER INC.

Adviser Profile

As of Date 10/11/2024
Registration status Terminated
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 1,496
of that, discretionary 1,496
Number of Employees 6
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 499
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1K 1K 1K 855 641 427 214
2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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