{
  "crd_number": 311391,
  "slug": "greenup-street-wealth-management-llc-overland-park-ks-311391",
  "primary_business_name": "GREENUP STREET WEALTH MANAGEMENT LLC",
  "legal_name": "GREENUP STREET WEALTH MANAGEMENT LLC",
  "dbas": [
    "GREENUP WEALTH",
    "GREENUP WEALTH MANAGEMENT"
  ],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-08-27",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-13",
  "carried_forward": false,
  "raum_total": 900364399.0,
  "raum_discretionary": 897028138.0,
  "raum_non_discretionary": 3336261.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 20,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2348179.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 266392319.0,
      "count": 683
    },
    "pension_profit_sharing": {
      "raum": 3268460.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 627976753.0,
      "count": 290
    },
    "corporations_other_businesses": {
      "raum": 378688.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NM",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/GreenupWealth",
    "https://facebook.com/thinkwealth.io",
    "https://greenupwealth.com",
    "https://greenupwealth.podbean.com",
    "https://instagram.com/greenup_wealth?hl=en",
    "https://linkedin.com/company/greenup-wealth",
    "https://linkedin.com/company/thinkwealth-by-greenup",
    "https://thinkwealth.io",
    "https://twitter.com/GreenupWealth",
    "https://vimeo.com/user186860592",
    "https://youtube.com/@greenupwealthmanagement8560"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311391",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/greenup-street-wealth-management-llc-overland-park-ks-311391",
  "display_name": "Greenup Street Wealth Management LLC",
  "summary": "Greenup Street Wealth Management LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 13, 2026.",
  "citation": "AdvisorCensus. Greenup Street Wealth Management LLC (CRD 311391): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Greenup Street Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Greenup Street Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Greenup Street Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Subscription: $250 a month (Standard financial planning); Flat fee: $3,000 (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Greenup Street Wealth Management LLC located?",
      "a": "Greenup Street Wealth Management LLC's principal office is in Overland Park, KS, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Greenup Street Wealth Management LLC registered with the SEC or a state?",
      "a": "Greenup Street Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311391."
    },
    {
      "q": "How much does Greenup Street Wealth Management LLC manage?",
      "a": "Greenup Street Wealth Management LLC reports $900,364,399 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Greenup Street Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Greenup Street Wealth Management LLC: Regulatory assets under management: $137,424,042 in the October 2021 data and $900,364,399 in the October 2026 data, up 555%. Total employees: 8 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Greenup Street Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (683); high net worth individuals (290)."
    },
    {
      "q": "Which custodians does Greenup Street Wealth Management LLC use?",
      "a": "Greenup Street Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Greenup Street Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311391"
    },
    {
      "q": "Does Greenup Street Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"There is no account minimum for any of GSWML’s services.\""
    },
    {
      "q": "What changed in Greenup Street Wealth Management LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in AK."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 137424042.0,
      "total_employees": 8,
      "filing_date": "2021-09-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 277731776.0,
      "total_employees": 12,
      "filing_date": "2022-05-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 359407070.0,
      "total_employees": 12,
      "filing_date": "2023-09-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 510829034.0,
      "total_employees": 15,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 661705072.0,
      "total_employees": 19,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 900364399.0,
      "total_employees": 20,
      "filing_date": "2026-04-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in AK."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 18.",
        "Regulatory assets under management went from $661,705,072 to $900,364,399 (+36%).",
        "Registered or notice-filed in NM."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in MD, VT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $250 a month (Standard financial planning)",
      "Flat fee: $3,000 (financial planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of GSWML’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $250 a month (Standard financial planning)"
        ],
        "quotes": [
          "Standard financial planning on a monthly basis will be $250 per month. Flat fee will be $3,000 and based on the GSWML's discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 (financial planning)"
        ],
        "quotes": [
          "Standard financial planning on a monthly basis will be $250 per month. Flat fee will be $3,000 and based on the GSWML's discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Standard financial planning"
        },
        {
          "kind": "flat",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning"
        }
      ]
    },
    "quotes": [
      "There is no account minimum for any of GSWML’s services.",
      "Standard financial planning on a monthly basis will be $250 per month. Flat fee will be $3,000 and based on the GSWML's discretion.",
      "Standard financial planning on a monthly basis will be $250 per month. Flat fee will be $3,000 and based on the GSWML's discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/greenup-street-wealth-management-llc-overland-park-ks-311391.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 683,
      "fewer_than_5": false,
      "raum": 266392319.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 290,
      "fewer_than_5": false,
      "raum": 627976753.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3268460.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2348179.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 378688.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311391",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}