$75.9K Total AUM
$75.9K Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
1 yrs Firm Age
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- Custodian
- Apex ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2025
- Office Locations
- 1
Office Locations
295 Madison AVE 2ND Floor NEW York NY
About Wealthmeup Advisors LLC
Wealthmeup Advisors LLC is a NEW York-based RIA. The firm has been operating for 1 years. Managing $75.9K in total assets under management, with 2 advisory representatives. They custody assets with Apex and Betterment.
Team overview
-- AVG AGE
$38.0K AVG AUM / ADVISOR
$1.8K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Vehicles
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Services
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Technology
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Owner & Executives
F
Feli Oikonomopoulou
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,931 | $1,808 |
| Non-Discretionary | $0 | -- |
| Total | $75,931 | $1,808 |
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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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