Next Up Wealth Advisors, LLC
● SEC registered since 2026CRD 342136SEC# 801-136270Scottsdale, AZ
Reg. AUM
$100.2M
Employees
2
Accounts
294
Location
Scottsdale, AZ
Next Up Wealth Advisors, LLC assets under management
Next Up Wealth Advisors, LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2026. It reports $100.2 million in regulatory assets under management and employs 2 people.
Next Up Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Marie Wray Control | Managing Member, Cco | Over 75% | 2026 |
Frequently asked questions
How much does Next Up Wealth Advisors, LLC manage?
Next Up Wealth Advisors, LLC reports $100.2 million in regulatory assets under management on its Form ADV.
How many employees does Next Up Wealth Advisors, LLC have?
Next Up Wealth Advisors, LLC reports 2 employees.
Where is Next Up Wealth Advisors, LLC located?
Next Up Wealth Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2026.
Does Next Up Wealth Advisors, LLC disclose fund performance?
Next Up Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9375 E Shea Blvd., Suite 100, Scottsdale, AZ 85260 |
| Phone | 480-450-7407 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,340 advisers
EmployeesTop 86%
More than 14% of 16,820 advisers
Assets under management
$100.2Mregulatory AUM
Discretionary $79.7MNon-discretionary $20.5M