Wheels Up Wealth, Inc.
● SEC registered since 2024CRD 307736SEC# 801-131524
Reg. AUM
$130M
Employees
5
Accounts
458
Location
—
Wheels Up Wealth, Inc. assets under management
Wheels Up Wealth, Inc. is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $130 million in regulatory assets under management and employs 5 people.
Wheels Up Wealth, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridget Elizabeth Harkins Control | President, Cio, & Cco | Over 75% | 2020 |
Frequently asked questions
How much does Wheels Up Wealth, Inc. manage?
Wheels Up Wealth, Inc. reports $130 million in regulatory assets under management on its Form ADV.
How many employees does Wheels Up Wealth, Inc. have?
Wheels Up Wealth, Inc. reports 5 employees.
Does Wheels Up Wealth, Inc. disclose fund performance?
Wheels Up Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (707) 400-0992 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130M▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$130Mregulatory AUM
Discretionary $130M