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WHEELS UP WEALTH, INC.

· CRD 307736 · IAPD ↗ · (707) 400-0992

$130.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2024 — WHEELS UP WEALTH, INC. (BENICIA, CA) is newly SEC-registered with $104.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.