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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-19-2020
- Office Locations
- 3
Office Locations
About Wheels UP Wealth, Inc.
Wheels Up Wealth, Inc. is a fee-only, independent fiduciary RIA providing comprehensive financial planning and ongoing investment management, with project-based engagements for clients who want targeted guidance. The firm builds long-term portfolios aligned to goals, risk tolerance, and time horizon, and supports retirement, tax strategy coordination, estate planning, risk/liability review, philanthropy, and “suddenly single” planning. Based in Benicia, CA, serving clients nationwide via virtual meetings; custody includes Charles Schwab.
Team overview
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Asset Classes
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Custodian
Fund Managers
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Investment Vehicles
Platform
Services
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Owner & Executives
BRIDGET ELIZABETH HARKINS
Chief Compliance Officer, Chief Investment Officer, President, Wealth Advisor
- CRD
- #6251842
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Leigh Nicole Beaman
Wealth Advisor
- CRD
- #7864777
FRANCES EVANS HARKINS
Director Of Financial Planning
- CRD
- #4244859
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,969,382 | $283,776 |
| Non-Discretionary | $0 | -- |
| Total | $129,969,382 | $283,776 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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