Wheels Up Wealth, Inc.

Overview

Wheels Up Wealth, Inc. is an independent, corporation-structured registered investment adviser that, per filings, became SEC-registered in 2024. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and does not report an active ESG investing program. It is not designated as a multi-state adviser, pension consultant, or related adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives