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Bridget Elizabeth Harkins

WHEELS UP WEALTH, INC.·BENICIA, California
SIE, Series 7, Series 63CFPClean record6 years registeredWHEELS UP WEALTH, INC.
602 WEST K STREET, BENICIA, CA 94510CRD# 6251842Firm CRD# 307736

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bridget Elizabeth Harkins · BENICIA, CA
Registration
CRD #6251842 · WHEELS UP WEALTH, INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

WHEELS UP WEALTH, INC.
Mar 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · March 19, 2020
Years registered · 6
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHEELS UP WEALTH, INC.
CRD 307736 · SEC 801-131524
AUM
$104M
Regulatory assets under management
Employees
5
368 client accounts
Services offered by WHEELS UP WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHEELS UP WEALTH, INC. →
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05

Frequently Asked Questions

What services does Bridget Elizabeth Harkins offer?
Bridget Elizabeth Harkins specializes in Financial Planning, Investment Management. Contact their office in BENICIA, California for a consultation.
What are Bridget Elizabeth Harkins's credentials?
Bridget Elizabeth Harkins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bridget Elizabeth Harkins located?
Bridget Elizabeth Harkins is based in BENICIA, California, working with WHEELS UP WEALTH, INC.. Their office serves clients in the BENICIA metropolitan area and surrounding communities.
How does Bridget Elizabeth Harkins charge for services?
Bridget Elizabeth Harkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHEELS UP WEALTH, INC.?
WHEELS UP WEALTH, INC. has approximately 5 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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