UPTICK PARTNERS, LLC
CRD #324250 SEC #801-127235 NACOGDOCHES, TX (936) 800-0800
SEC Registered
Total AUM
$688.1M
Discretionary
$688.1M
Employees
7
Clients
1
Accounts
2,583
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Nov 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Oct 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Oct 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Aug 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Jul 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Apr 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Mar 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Feb 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Feb 2025 | $688.1M | $688.1M | $0 | 7 | 0 |
| Dec 2024 | $398.6M | $398.6M | $0 | 6 | 0 |
| Sep 2024 | $398.6M | $398.6M | $0 | 6 | 0 |
| Jul 2024 | $398.6M | $398.6M | $0 | 5 | 0 |
| May 2024 | $398.6M | $398.6M | $0 | 5 | 0 |
| May 2024 | $398.6M | $398.6M | $0 | 5 | 0 |
| Apr 2024 | $398.6M | $398.6M | $0 | 5 | 0 |
| Apr 2024 | $398.6M | $398.6M | $0 | 5 | 0 |
| Mar 2024 | $398.6M | $398.6M | $0 | 5 | 0 |
| Mar 2024 | $251.8M | $251.8M | $0 | 5 | 0 |
| Feb 2024 | $251.8M | $251.8M | $0 | 5 | 0 |
| Feb 2024 | $251.8M | $251.8M | $0 | 5 | 0 |
| Sep 2023 | $251.8M | $251.8M | $0 | 5 | 0 |
| Sep 2023 | $251.8M | $251.8M | $0 | 4 | 0 |
| Aug 2023 | $251.8M | $251.8M | $0 | 4 | 0 |
| Jul 2023 | $251.8M | $251.8M | $0 | 3 | 0 |
| May 2023 | $251.8M | $251.8M | $0 | 3 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateAug 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$251.8M
Discretionary$251.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0