A complete list of active advisors currently associated with TradeUp Wealth Management, Inc.

Warmer can help you find a great advisor at TradeUp Wealth Management, Inc. or one who fits your needs even better.

TradeUP Wealth Management offers fully discretionary portfolio management to individual U.S. clients through online model portfolios composed mainly of exchange‑listed stocks and ETFs, with approximately 10% of assets held in ETFs’ underlying bond exposure and a small cash buffer. Clients must execute the firm’s advisory and affiliated brokerage agreements and meet a $10,000 account minimum; as of the brochure date the firm reported no regulatory assets under management and is transitioning its primary registration from the SEC to the New York State regulator. The firm constructs and maintains model portfolios using computer‑based models and in‑house investment team oversight, applying growth and dividend‑income strategies and automated rebalancing via its Website and internal software tools. TradeUP discloses model, software and cybersecurity risks, and notes operational limits such as fractional‑share transfer constraints and reliance on algorithmic processes and data inputs. TradeUP is corporate‑ly integrated with a fintech group—organized under Tiger Fintech Holdings—and is affiliated with an SEC‑registered broker‑dealer custodian and other trading and crypto‑related affiliates; trades are executed exclusively through the affiliated broker‑dealer. The brochure highlights related conflicts of interest (payment‑for‑order‑flow, securities lending and cash‑sweep revenue) and describes mitigation and oversight measures, and it also notes that the adviser does not act as a private fund manager or select other advisers for clients.

To learn more about the advisors currently working at TradeUp Wealth Management, Inc., 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.