A complete list of active advisors currently associated with Upstart Wealth Management, LLC

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

Upstart Wealth Management provides investment management and comprehensive financial planning primarily to individual and high‑net‑worth clients, and it also offers tax preparation and filing as part of its service set. The firm typically manages discretionary, tailored portfolios using separately managed accounts, exchange‑traded funds, and mutual funds, and generally recommends an independent manager to implement its model allocations. The firm’s investment process is asset allocation driven, emphasizing index‑based equity strategies and diversification across securities, sectors, and regions while taking tax considerations into account. Upstart also uses equity derivatives in portfolios to reduce risk or potentially enhance yield, and for certain clients employs long‑short strategies and short positions managed by its Independent Manager. Compared with many peers, Upstart operates five offices, provides in‑house tax preparation staffed by certified tax professionals, and leverages an equity‑compensation software platform for client education at no cost. It also discloses and selectively uses borrowing (margin) and derivatives within separately managed accounts—practices that are relatively uncommon among similar team firms.

To learn more about the advisors currently working at Upstart Wealth Management, LLC, 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.