Investment adviser · CRD 335362

TRADEUP WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed May 11, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 11, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

437 MADISON AVE., 27TH FLOOR
NEW YORK, NY, 10022, United States

CRD 335362

Filing source

Form ADV 2104804 · May 11, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.