# Upbeat Wealth

> Upbeat Wealth is a state-registered investment advisory firm in New Orleans, LA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 314880
- Filed as: UPBEAT WEALTH
- Legal name: Upbeat Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314880
- AdvisorCensus page: https://advisorcensus.com/firm/upbeat-wealth-new-orleans-la-314880

## Quick answers

**How is Upbeat Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Upbeat Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Upbeat Wealth located?**
Upbeat Wealth's principal office is in New Orleans, LA, according to its Form ADV.

**Is Upbeat Wealth registered with the SEC or a state?**
Upbeat Wealth is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314880.

**How much does Upbeat Wealth manage?**
Upbeat Wealth reports $14,615,379 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Upbeat Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does Upbeat Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314880

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $14,615,379
- Discretionary: $14,615,379
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,163,560 |
| High net worth individuals | Fewer than 5 | $10,451,819 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- upbeatwealth.com
- Facebook @UpbeatWealth
- Instagram @ejurgie3
- Instagram @miketurinola
- Instagram @upbeatwealth
- LinkedIn @upbeat-wealth
- LinkedIn @ejurgielewicz
- LinkedIn @miketuri
- X @ejurgie3
- X @miketuri_

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Upbeat Wealth (CRD 314880): Form ADV filing data as of October 2026.