Lupu Financial

Overview

Lupu Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee model combines a percentage-of-AUM charge with the option for hourly billing. Lupu Financial also operates as an insurance broker, which broadens the set of client solutions beyond traditional investment management. Regulatory and operational flags in the profile include that the adviser does not market itself as an active ESG investor and is not identified as a multi-state adviser. The firm’s stated allocation preference is toward fixed income.

Assets & Accounts

Investments & Alternatives