NEXT UP WEALTH ADVISORS, LLC

Overview

Next Up Wealth Advisors, LLC is a recently created limited liability company that registered with the SEC in 2026. The firm is owned by an individual and is currently classified as unclassified in the available snapshot. Its stated advisory services focus on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Next Up offers fee arrangements that include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm is not designated as a capital allocator and is flagged as not actively integrating ESG criteria into its investment approach. It is not identified as a multi-state adviser and lists an industry affiliation under “Other Investment Adviser.” The combination of service types and fee flexibility suggests a practice oriented toward fee-based planning and portfolio management for smaller or emerging client relationships.

Assets & Accounts