Youxi Liu
Member & Financial PlannerUpstart Wealth Management, LLCCRD 7416108
About Youxi Liu
Youxi Liu is listed as Member & Financial Planner at Upstart Wealth Management, LLC. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Upstart Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Youxi Liu work?
Youxi Liu is listed as Member & Financial Planner at Upstart Wealth Management, LLC on SEC Form ADV.
How much of Upstart Wealth Management, LLC does Youxi Liu own?
Form ADV reports a beneficial ownership band of 10-25%.
Upstart Wealth Management, LLC
| Title | Member & Financial Planner |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2026 |