WHEELS UP WEALTH, INC.

BENICIA, California·1 registered advisor·CRD# 307736
SEC# 801-1315240(707) 400-0992
01

Firm Overview

AUM
$104M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WHEELS UP WEALTH, INC.

1 registered advisor
Bridget Elizabeth Harkins
BENICIA, California
05

Office Locations

BENICIA, California
1 advisor

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Data sourced from SEC Form ADV filings. WHEELS UP WEALTH, INC. (CRD# 307736) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.