CRD: 311391
Greenup Street Wealth Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-25-2020
- Office Locations
- 11
Office Locations
About Greenup Street Wealth Management LLC
GreenUp Street Wealth Management is an RIA delivering customized wealth management and financial wellness tools, pairing planning (tax, estate, insurance, business succession) with portfolio construction and an accountability-focused community. The firm works with clients such as business owners and retirees and builds portfolios using diversified public funds and ETFs with an asset-allocation and risk-management lens. Custody includes Schwab and Fidelity.
Team overview
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CRM
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Owner & Executives
KYLE JOSEPH BARCLAY
SENIOR VICE PRESIDENT, Vice President, WEALTH ADVISOR
- CRD
- #5843976
- Ownership
- 10% but less than 25%
Alexander Lawrence Fishman
Investment Advisor, President
- CRD
- #5387047
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Grace Thompson Arnold
Wealth Advisor
- CRD
- #6319884
VICTORIA BLAKE BURRESS
Vice President | Wealth Advisor
- CRD
- #6857044
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $897,028,138 | $305,944 |
| Non-Discretionary | $3,336,261 | $303,296 |
| Total | $900,364,399 | $305,934 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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