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Bridget Elizabeth Harkins

WHEELS UP WEALTH, INC.·BENICIA, California
Clean recordWHEELS 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bridget Elizabeth Harkins is a registered financial advisor based in BENICIA, California, affiliated with WHEELS UP WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WHEELS UP WEALTH, INC.
WHEELS UP WEALTH, INC.
AUM
$104M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WHEELS UP WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6251842
Firm CRD# 307736
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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