RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TIMILSINA, SAMUNDRAICEO/CHIEF COMPLIANCE OFFICERE Control
TIMILSINA, SAMUNDRAICEO/CHIEF COMPLIANCE OFFICERE Control
TIMILSINA, SAMUNDRAICEO/CHIEF COMPLIANCE OFFICERE Control
TIMILSINA, SAMUNDRAICEO/CHIEF COMPLIANCE OFFICERE Control
TIMILSINA, SAMUNDRAICEO/CHIEF COMPLIANCE OFFICERE Control
TIMILSINA, SAMUNDRAICEO/CHIEF COMPLIANCE OFFICERE Control
TIMILSINA, SAMUNDRAICEO/CHIEF COMPLIANCE OFFICERE Control
TIMILSINA, SAMUNDRAICEO/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 30, 2022 REGISTERED

Notice Filings (1)

CA

Address

535 MISSION ST.
14TH FL
SAN FRANCISCO, CA 94105
United States
Phone: 415-861-9461