UPHOLDINGS

Overview

Upholdings LLC is an independent registered investment adviser that began SEC registration in 2020. The firm serves individual and family clients (and small-business portfolios) with financial planning and portfolio management, charging a mix of percentage-of-AUM and fixed fees. Ownership is reported as a combination of a domestic entity and an individual. Upholdings indicates it is not a capital allocator, does not identify as an active ESG investor, and does not describe itself as a multi-state adviser on its disclosure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices