$6.6M Total AUM
$6.6M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-10-2013
- Office Locations
- 1
Office Locations
-- Newport Coast CA
About Wayup Wealth Building Group
WayUp Wealth Building Group is a Newport Coast, CA retail advisory firm focused on ETF-based portfolio construction for individual investors, with additional insurance and life insurance planning. Public filings show a predominantly ETF-managed SMA approach and custody relationships that include Charles Schwab.
Team overview
-- AVG AGE
$6.6M AVG AUM / ADVISOR
$205.9K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
E
ED WEI
Owner
- CRD
- #6223621
- 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 | $6,590,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,590,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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