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ONE-UP Financial

ONE-UP Financial. CRD 333778

O

CRD: 333778

ONE-UP Financial

Erie, PA, 16508
8143252699
oneupfinancial.com
$107.5M Total AUM
$89.0M Disc. AUM
-- 3Y CAGR
9 Employees
97 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
QuantumHorizon +more
Established Date
01-22-2025
Office Locations
1

Office Locations

1545 West 38th Street Erie PA

About ONE-UP Financial

One-Up Financial is an independent, commission-free fiduciary RIA in Erie, PA with CPA/CFP professionals integrating tax and financial planning. The team serves small business owners, retirees, and high-performing sales executives with investment management, retirement, tax, and estate planning, plus institutional work for 401(k) plans and endowments. Portfolios are primarily ETF-based and custody includes Charles Schwab.

Team overview

39 AVG AGE
$11.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.4 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Eagle Vertex Crest pioneer Matrix harbor

Client Personas

Beacon Ember summit Signal

Custodian

Wave Glacier Signal Insight Oak Beacon bridge Vector Pioneer meridian

Fund Managers

Oak alpha

Investment Themes

Oak north Capital Legacy horizon

Investment Vehicles

Bridge north Alpha bridge

Services

Horizon Matrix eagle Eagle oak Vital insight Oak unison Crest Ember insight Focus radial Frontier radial Element capital

Technology

Catalyst Fusion Beacon alpha Zenith momentum Ember focus Pathway

Owner & Executives

Eric Jeffrey Presogna

Eric Jeffrey Presogna

Chief Compliance Officer, Managing Partner

CRD
#7027100
Ownership
Less than 5%
(670) 277-9440
vertex.element@legacycapital.com
in linkedin.com/in/pathway-timber

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Contacts

J

Janel Marie Bonsell

--

CRD
#8010226
(243) 216-7632
alpha.optima@elementcapital.com
in linkedin.com/in/quantum-catalyst
P

Peter Matthew Eaglen

--

CRD
#8010224
(827) 481-6342
momentum.wave@pathwaycapital.com
in linkedin.com/in/signal-fusion
T

Timber crest

Alpha catalyst

CRD
#81340
(361) 549-1906
vertex.matrix@matrixcapital.com
in linkedin.com/in/oak-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-05-2026
Category Assets AVG. Account size
Discretionary $89,023,151 $947,055
Non-Discretionary $18,437,914 $6,145,971
Total $107,461,065 $1,107,846

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Separately Managed Accounts

Total SMA Asset: $107,461,065

$107.5M Total SMA
Public Funds:
43.5%
Equity - Exchange:
22.6%
Corporate - Investment Grade:
16.9%
U.S. Government/Agency:
17.0%
Asset class Assets Assets %
Public Funds $2,929,041,685 43.5%
Equity - Exchange $1,521,754,991 22.6%
Corporate - Investment Grade $1,137,949,528 16.9%
U.S. Government/Agency $1,144,682,958 17.0%
Total $6,733,429,162 100.0%

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