PERSONAL ADVISER INC.
Legal name: WEALTHUP
CRD #304470 SEC #801-117231 SAN FRANCISCO, CA 415-861-9461
SEC Registered
Total AUM
$1.5K
Discretionary
$1.5K
Employees
6
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1.5K | $1.5K | $0 | 6 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
| Aug 2019 | $0 | $0 | $0 | 1 | 0 |
| Jul 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2022
Total AUM$1.5K
Discretionary$1.5K
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0