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 registered investment adviser organized as an LLC (SEC registration year 2021). The firm is owned by an individual and focuses on serving individual and family clients through fee-based arrangements that include percentage-of-AUM fees and fixed fees. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. The firm identifies itself as a capital allocator and uses third-party managers when appropriate. It does not characterize itself as an active ESG investor.
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 5
Daniel Greulich
Chief Investment OfficerCRD 5243352
Aaron Kirsch
Chief Client OfficerCRD 4382602
Alexander Fishman
Chief Operating OfficerCRD 5387047
Contacts
3 of 16
Kyle Barclay
Senior Vice PresidentCRD 5843976
Brandon Kraus
Senior Vice-President, Wealth AdvisorCRD 5085885
Brad Tatar
Senior Vice PresidentCRD 5104579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$1.3B in ETFs
67%
$885M
32%
$442M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $140M | 190,509 | 10.57% |
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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