# Greenup Street Wealth Management LLC

> 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.

- CRD: 311391
- Filed as: GREENUP STREET WEALTH MANAGEMENT LLC
- Also doing business as: GREENUP WEALTH, GREENUP WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311391
- AdvisorCensus page: https://advisorcensus.com/firm/greenup-street-wealth-management-llc-overland-park-ks-311391

## Quick answers

**How is Greenup Street Wealth Management LLC compensated?**
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).

**How much does Greenup Street Wealth Management LLC charge?**
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.

**Where is Greenup Street Wealth Management LLC located?**
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).

**Is Greenup Street Wealth Management LLC registered with the SEC or a state?**
Greenup Street Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311391.

**How much does Greenup Street Wealth Management LLC manage?**
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).

**How have Greenup Street Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Greenup Street Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (683); high net worth individuals (290).

**Which custodians does Greenup Street Wealth Management LLC use?**
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.

**Does Greenup Street Wealth Management LLC report any disciplinary disclosures?**
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

**Does Greenup Street Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "There is no account minimum for any of GSWML’s services."

**What changed in Greenup Street Wealth Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in AK.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> There is no account minimum for any of GSWML’s services.

- Subscription: $250 a month (Standard financial planning)

> 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.

- Flat fee: $3,000 (financial planning)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $900,364,399
- Discretionary: $897,028,138
- Non-discretionary: $3,336,261

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 683 | $266,392,319 |
| High net worth individuals | 290 | $627,976,753 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,268,460 |
| Charitable organizations | Fewer than 5 | $2,348,179 |
| Corporations or other businesses not listed above | Fewer than 5 | $378,688 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 20 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Ann Arbor, MI
- Calabasas, CA

### Websites listed on Form ADV (Item 1.I)
- [greenupwealth.com](https://greenupwealth.com)
- [greenupwealth.podbean.com](https://greenupwealth.podbean.com)
- [thinkwealth.io](https://thinkwealth.io)
- [vimeo.com/user186860592](https://vimeo.com/user186860592)
- Facebook @GreenupWealth
- Facebook @thinkwealth.io
- Instagram @greenup_wealth
- LinkedIn @greenup-wealth
- LinkedIn @thinkwealth-by-greenup
- X @GreenupWealth
- YouTube @greenupwealthmanagement8560

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,424,042 | 8 | September 3, 2021 |
| October 2022 | $277,731,776 | 12 | May 9, 2022 |
| October 2023 | $359,407,070 | 12 | September 18, 2023 |
| October 2024 | $510,829,034 | 15 | July 29, 2024 |
| October 2025 | $661,705,072 | 19 | July 3, 2025 |
| October 2026 | $900,364,399 | 20 | April 13, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in AK.

### April 2026
- 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.

### December 2025
- Registered or notice-filed in MD, VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenup Street Wealth Management LLC (CRD 311391): Form ADV filing data as of October 2026.