$20.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2021
- Office Locations
- 1
Office Locations
-- ADA MI
About Upbeat Financial
Upbeat Financial is a woman-owned, independent financial planning and advisory firm serving individuals, families, and small businesses. The firm provides full-picture planning alongside small business tax and retirement strategies and implements values-aligned investing, with client portfolios commonly built using ETFs. Custody is reported with Charles Schwab.
Team overview
33 AVG AGE
$20.2M AVG AUM / ADVISOR
$208.1K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DANA COLLEEN EDWARDS
ADVISOR, Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #6540004
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,190,021 | -- |
| Total | $20,190,021 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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