Wheels Up Wealth, Inc.

Overview

Wheels Up Wealth, Inc. is an independent registered investment adviser formed as a corporation and registered with the SEC in 2024. The business targets individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. The adviser does not present itself as a capital allocator, does not flag ESG investing as active in its process, and is not identified as a multi-state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices