UPSTREAM LIFE WEALTH MANAGEMENT LLC

OXFORD, Mississippi·5 registered advisors·CRD# 330469

SEC# 801-12991706628011029

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

4

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at UPSTREAM LIFE WEALTH MANAGEMENT LLC

5 registered advisors

Colby Arceneaux

OXFORD, Mississippi

OXFORD, Mississippi

Joseph David Emerson

OXFORD, Mississippi

Justin Avent Payne

OXFORD, Mississippi

Kevin James Hebert

OXFORD, Mississippi

05

Office Locations

OXFORD, Mississippi

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Data sourced from SEC Form ADV filings. UPSTREAM LIFE WEALTH MANAGEMENT LLC (CRD# 330469) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.