LUPU FINANCIAL

Overview

Lupu Financial is a small, owner-operated independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines traditional financial planning and portfolio management with insurance brokerage services, positioning itself to manage both investment portfolios and client risk-transfer needs. Its investment posture is conservative and income-oriented: the firm shows a clear preference for fixed-income instruments, with U.S. government bonds representing the single largest allocation. Fee arrangements include a percentage of assets under management and hourly billing, which supports both ongoing portfolio oversight and ad hoc planning engagements. Lupu Financial does not identify as an active ESG investor and operates on a more localized scale rather than as a multi-state or national adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices