Wealthmeup Advisors Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 335157
· SEC file 801-132312
· New York, NY
· wealthmeup.ai
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $75.9K
- Discretionary
- $75.9K
- Clients
- 42
- Avg AUM / client
- $1.8K
- Accounts
- 42
- Employees
- 2
AUM over time
$0
$75.9K
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $75.9K | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Mtg, Llc $90 (0% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗