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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2021
- Office Locations
- 2
Office Locations
About Upbeat Wealth
Upbeat Wealth is a fee-only fiduciary financial planning firm based in New Orleans serving professionals and young families locally and nationwide. The team provides comprehensive financial and investment planning, including tax-aware guidance and portfolio construction using ETFs and mutual funds. As CFP professionals and members of NAPFA and XY Planning Network, they offer transparent pricing and objective, no-commission advice. Custodied at Schwab.
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Owner & Executives
MICHAEL A TURI
Chief Compliance Officer, Financial Planner, Founder, PARTNER
- CRD
- #5966157
- Ownership
- 75% or more
Edward Francis Jurgielewicz
LEAD FINANCIAL PLANNER, PARTNER
- CRD
- #6637957
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,615,379 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,615,379 | -- |
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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 |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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