This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2015
- Office Locations
- 4
Office Locations
About Upstart Wealth Management, LLC
Upstart Wealth Management is a fee-only RIA serving founders, early employees, and other professionals navigating stock options and liquidity events. They provide ongoing financial planning and portfolio management, with portfolios largely implemented via ETFs. Pricing is a flat $7,600 annual retainer with no management fee on the first $750k of assets; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL ALAN POWSNER
Certified Financial Planner, Managing Member
- CRD
- #5237864
- Ownership
- 50% but less than 75%
Youxi Liu
Certified Financial Planner, FINANCIAL PLANNER
- CRD
- #7416108
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
Yoo Chung Chang
Tax and Financial Planning Associate
- CRD
- #8047646
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $385,902,821 | $1,864,265 |
| Non-Discretionary | $0 | -- |
| Total | $385,902,821 | $1,864,265 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing