GREENUP STREET WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 311391
- Registered since
- August 27, 2021
- Website
- greenupwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.75%
- Individuals29.59%
- Pension & Profit Sharing Plans0.36%
- Charitable Organizations0.26%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Greenup Street Wealth Management LLC is an independent, SEC-registered advisory firm that serves individual and family clients. Organized as an LLC and owner-operated, the firm offers fee-based financial planning and portfolio management for individuals and small businesses, and it selects third‑party advisers on clients’ behalf. Its fee model includes both percentage-of-AUM charges and fixed fees. Greenup Street identifies as a capital allocator, meaning it places client capital with external managers and funds rather than solely managing all strategies internally. The firm does not market itself as an ESG-focused investor. It maintains relationships with accounting and insurance industry partners.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- Other2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 5AARON KIRSCH
Chief Client OfficerCRD 4382602
DANIEL GREULICH
Chief Investment OfficerCRD 5243352
ANTHONY SCHMITT
President, Chief Executive OfficerCRD 3168815
Contacts
3 of 16BARBARA DEBOER
Director of Client ServiceCRD 2397240
Christopher Underwood
Vice PresidentCRD 7326332
BRANDON KRAUS
Senior Vice-President, Wealth AdvisorCRD 5085885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$578M in ETFs
66%
$380M
32%
$198M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $92.2M | 1,086,496 | 15.96% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 7300 W 110th St
- Time zone
- CT (UTC-6)
- Office locations
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