A complete list of active advisors currently associated with Greenup Wealth

Warmer can help you find a great advisor at Greenup Wealth or one who fits your needs even better.

Greenup Street Wealth Management (doing business as Greenup Wealth) provides portfolio management and ongoing financial planning to individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm manages both discretionary and non‑discretionary accounts, prepares individualized Investment Policy Statements, and may direct clients to third‑party advisers. The firm uses a mix of analysis methods—charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory—and implements strategies ranging from long‑term buy‑and‑hold to short‑term trading, short sales, margin and options. For assets not held in its custody (such as 401(k)s and HSAs) Greenup leverages an Order Management System (Pontera) to pursue tax‑efficient asset location and opportunistic rebalancing. Noteworthy features in the brochure include an affiliated insurance agency, GreenUp Protection Solutions LLC, which partners with One Resource Group and may share commissions on insurance referrals (a disclosed potential conflict), and the availability of credit solutions through Goldman Sachs Select. The firm also discloses use of private placements, venture capital funds, commodities and precious‑metal ETFs, and that it engages third‑party promoters (including named referral sources) for client acquisition, practices that broaden its services relative to many peers.

To learn more about the advisors currently working at Greenup Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.