Golden Spark Insights

RIASEC RegisteredEst. 2026
Total AUM
$400M
Discretionary
$400M
100% of AUM
Avg account
$200M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
Fairfax, Virginia
CRD number
339382
Registered since
March 20, 2026
Fee structure
Percentage of AUM, Subscription Fees, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Golden Spark Insights is an institutional registered investment adviser organized as a corporation and SEC-registered in 2026. The firm targets institutional clients and provides portfolio management for businesses and other institutional investors, along with educational seminars and workshops. It also operates as a seller of other financial products. Fee arrangements combine a percentage-of-AUM charge with subscription-style fees and performance-based compensation. The adviser is not positioned as an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or a related adviser. Regulatory filings indicate involvement as an investment adviser and sponsor and roles as a general partner/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Contacts

1 of 1
  • Ujjwall Sai Sunder Uppuluri

    Founder and PrincipalCRD 8181452

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fairfax, VA

Fairfax City

Location

Fairfax, VA

Headquartered in Fairfax, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax City
Address
4810 Pheasant Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth