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GREENUP STREET WEALTH MANAGEMENT LLC

OVERLAND PARK, KS · CRD 311391 · IAPD ↗ · 734-656-8121

$900.4MRegulatory AUM
18Advisory reps
20Employees
14Clients
More than 500Planning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — GREENUP STREET WEALTH MANAGEMENT LLC reported RAUM up 36% ($661.7M -> $900.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2026 — GREENUP STREET WEALTH MANAGEMENT LLC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in MD, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in IA, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — GREENUP STREET WEALTH MANAGEMENT LLC reported RAUM up 30% ($510.8M -> $661.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — GREENUP STREET WEALTH MANAGEMENT LLC now reports custody of client assets ($34.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
49
August 2024 — GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in GA, KY, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — GREENUP STREET WEALTH MANAGEMENT LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — GREENUP STREET WEALTH MANAGEMENT LLC moved its main office from ANN ARBOR, MI to OVERLAND PARK, KS.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2024 — GREENUP STREET WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($359.4M -> $510.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2024 — GREENUP STREET WEALTH MANAGEMENT LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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