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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FOULKE, DAVID, PARDEE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENDEZ, CHRISTOPHER, RAYMOND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Moscony, Janaya | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEISSMAN, DAVID, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEISSMAN, DAVID, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEISSMAN, DAVID, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEISSMAN, DAVID, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEISSMAN, DAVID, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEISSMAN, DAVID, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEISSMAN, DAVID, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| WEISSMAN, DAVID, HENRY | I | CHIEF OPERATING OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| XU, YANG | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Xu, Yang | I | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| Xu, Yang | I | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| Xu, Yang | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Xu, Yang | I | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| Xu, Yang | I | CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| Xu, Yang | I | CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Zhang, Jiayu | I | QUANTITATIVE ANALYST | NA | |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
| TIGER FINTECH HOLDINGS INC. | DE | PARENT/MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH GLOBAL HOLDINGS LIMITED | FE | TIGER FINTECH HOLDINGS INC. | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
| UP FINTECH HOLDING LIMITED | FE | UP FINTECH GLOBAL HOLDINGS LIMITED | E | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (1)
PA
Address
18 CAMPUS BOULEVARDSUITE 100
NEWTOWN SQUARE, PA 19073
United States
Phone: 480-631-4700