# Wheels Up Wealth, Inc.

> Wheels Up Wealth, Inc. is an SEC-registered investment advisory firm in Benicia, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 307736
- Filed as: WHEELS UP WEALTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Benicia, CA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307736
- AdvisorCensus page: https://advisorcensus.com/firm/wheels-up-wealth-inc-benicia-ca-307736

## Quick answers

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

**How much does Wheels Up Wealth, Inc. charge?**
Its Form ADV Part 2A brochure dated February 9, 2026 states: Flat fee: $1,000 (Two-Hour “Ask Us Anything” session). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wheels Up Wealth, Inc. located?**
Wheels Up Wealth, Inc.'s principal office is in Benicia, CA, according to its Form ADV.

**Is Wheels Up Wealth, Inc. registered with the SEC or a state?**
Wheels Up Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 307736.

**How much does Wheels Up Wealth, Inc. manage?**
Wheels Up Wealth, Inc. reports $129,969,382 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**How have Wheels Up Wealth, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Wheels Up Wealth, Inc.: Regulatory assets under management: $122,898,651 in the October 2025 data and $129,969,382 in the October 2026 data, up 6%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wheels Up Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (68); high net worth individuals (46).

**Which custodians does Wheels Up Wealth, Inc. use?**
Wheels Up Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wheels Up Wealth, Inc. 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/307736

**Does Wheels Up Wealth, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "We do not have a minimum account size requirement."

## 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 February 9, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Flat fee: $1,000 (Two-Hour “Ask Us Anything” session)

> This is a one-time, two-hour session to answer 2-4 questions of a client’s choosing. The fixed fee for this service is $1,000.

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.

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: $129,969,382
- Discretionary: $129,969,382
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 68 | $26,299,260 |
| High net worth individuals | 46 | $103,670,122 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wheelsupwealthinc.com
- Facebook @WheelsUpWealth
- Instagram @wheelsupwealth
- LinkedIn @wheels-up-wealth-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $122,898,651 | 5 | January 29, 2025 |
| October 2026 | $129,969,382 | 5 | February 9, 2026 |

Regulatory assets under management: $122,898,651 in the October 2025 data and $129,969,382 in the October 2026 data, up 6%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wheels Up Wealth, Inc. (CRD 307736): Form ADV filing data as of October 2026.