WEALTHN LLC
Legal name: UP FINTECH ASSET MANAGEMENT
CRD #285915 SEC #801-114105 NEWTOWN SQUARE, PA 480-631-4700
SEC Registered
Total AUM
$1.1M
Discretionary
$1M
Employees
2
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1M | $1M | $100K | 2 | 0 |
| May 2024 | $3.1M | $803K | $2.3M | 8 | 0 |
| Apr 2024 | $3.1M | $803K | $2.3M | 8 | 0 |
| Mar 2024 | $3.1M | $3.1M | $0 | 8 | 0 |
| Mar 2023 | $12.9M | $2.3M | $10.6M | 8 | 0 |
| Nov 2022 | $25.8M | $5.3M | $20.5M | 10 | 0 |
| May 2022 | $25.8M | $5.3M | $20.5M | 10 | 0 |
| Apr 2022 | $25.8M | $5.3M | $20.5M | 10 | 0 |
| Mar 2022 | $25.8M | $18.9M | $6.9M | 10 | 0 |
| Jan 2021 | $2.3M | $2.3M | $0 | 5 | 0 |
| Jan 2021 | $2.3M | $2.3M | $0 | 5 | 0 |
| Oct 2020 | $10.2M | $10.2M | $0 | 5 | 0 |
| Sep 2020 | $10.2M | $10.2M | $0 | 5 | 0 |
| Jun 2020 | $10.2M | $10.2M | $0 | 5 | 0 |
| Apr 2020 | $10.2M | $10.2M | $0 | 5 | 0 |
| Mar 2020 | $10.2M | $10.2M | $0 | 5 | 0 |
| Jul 2019 | $9.7M | $9.7M | $0 | 4 | 0 |
| May 2019 | $7M | $7M | $0 | 4 | 0 |
| Mar 2019 | $7M | $7M | $0 | 4 | 0 |
| Jan 2019 | $7M | $7M | $0 | 4 | 0 |
| Nov 2018 | $1.3M | $1.3M | $0 | 4 | 0 |
| Sep 2018 | $1.3M | $1.3M | $0 | 4 | 0 |
DateMar 2025
Total AUM$1.1M
Discretionary$1M
Non-Disc.$100K
Employees2
Clients0
DateMay 2024
Total AUM$3.1M
Discretionary$803K
Non-Disc.$2.3M
Employees8
Clients0
DateApr 2024
Total AUM$3.1M
Discretionary$803K
Non-Disc.$2.3M
Employees8
Clients0
DateMar 2024
Total AUM$3.1M
Discretionary$3.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$12.9M
Discretionary$2.3M
Non-Disc.$10.6M
Employees8
Clients0
DateNov 2022
Total AUM$25.8M
Discretionary$5.3M
Non-Disc.$20.5M
Employees10
Clients0
DateMay 2022
Total AUM$25.8M
Discretionary$5.3M
Non-Disc.$20.5M
Employees10
Clients0
DateApr 2022
Total AUM$25.8M
Discretionary$5.3M
Non-Disc.$20.5M
Employees10
Clients0
DateMar 2022
Total AUM$25.8M
Discretionary$18.9M
Non-Disc.$6.9M
Employees10
Clients0
DateJan 2021
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$2.3M
Discretionary$2.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$9.7M
Discretionary$9.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$7M
Discretionary$7M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees4
Clients0