# Wealthmeup Advisors LLC

> Wealthmeup Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 335157
- Filed as: WEALTHMEUP ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335157
- AdvisorCensus page: https://advisorcensus.com/firm/wealthmeup-advisors-llc-new-york-ny-335157

## Quick answers

**How is Wealthmeup Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthmeup Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthmeup Advisors LLC located?**
Wealthmeup Advisors LLC's principal office is in New York, NY, according to its Form ADV.

**Is Wealthmeup Advisors LLC registered with the SEC or a state?**
Wealthmeup Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335157.

**How much does Wealthmeup Advisors LLC manage?**
Wealthmeup Advisors LLC reports $75,931 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Wealthmeup Advisors LLC's assets and staff changed since 2025?**
In the Form ADV data for Wealthmeup Advisors LLC: Regulatory assets under management: $0 in the October 2025 data and $75,931 in the October 2026 data. Total employees: 1 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthmeup Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42).

**Which custodians does Wealthmeup Advisors LLC use?**
Wealthmeup Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthmeup 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/335157

**What changed in Wealthmeup Advisors LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $0 to $75,931.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Betterment Securities

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: $75,931
- Discretionary: $75,931
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $75,931 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthmeup.ai
- Instagram @wealthmeup.ai
- LinkedIn @wealthmeup
- Threads @wealthmeup.ai
- TikTok @wealthmeup.ai

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | July 29, 2025 |
| October 2026 | $75,931 | 2 | April 1, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $75,931 in the October 2026 data.
Total employees: 1 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $0 to $75,931.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthmeup Advisors LLC (CRD 335157): Form ADV filing data as of October 2026.