# Next Up Wealth Advisors, LLC

> Next Up Wealth Advisors, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 342136
- Filed as: NEXT UP WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342136
- AdvisorCensus page: https://advisorcensus.com/firm/next-up-wealth-advisors-llc-scottsdale-az-342136

## Quick answers

**How is Next Up Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Next Up Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Next Up Wealth Advisors, LLC located?**
Next Up Wealth Advisors, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Next Up Wealth Advisors, LLC registered with the SEC or a state?**
Next Up Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342136.

**How much does Next Up Wealth Advisors, LLC manage?**
Next Up Wealth Advisors, LLC reports $100,234,754 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (80% discretionary).

**What types of clients does Next Up Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (161); high net worth individuals (132); charitable organizations (1).

**Which custodians does Next Up Wealth Advisors, LLC use?**
Next Up Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc., Flourish and Pontera as custodians holding 10% or more of its separately managed account assets.

**Does Next Up Wealth Advisors, 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/342136

**Does Next Up Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 3, 2026 says: "The minimum amount to open an account is $100,000. The $100,000 minimum can be spread across a single household with multiple individual accounts. We may reduce or waive the minimum fee requirement on a case-by-case basis in our sole discretion."

**What changed in Next Up Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $0 to $100,234,754.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The minimum amount to open an account is $100,000. The $100,000 minimum can be spread across a single household with multiple individual accounts. We may reduce or waive the minimum fee requirement on a case-by-case basis in our sole discretion.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.
- Flourish
- Pontera

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: $100,234,754
- Discretionary: $79,699,485
- Non-discretionary: $20,535,269

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 161 | $19,921,209 |
| High net worth individuals | 132 | $80,067,072 |
| Charitable organizations | 1 | $246,473 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nextupwealthadvisors.com

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $0 to $100,234,754.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Next Up Wealth Advisors, LLC (CRD 342136): Form ADV filing data as of October 2026.