SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Greenup Street Wealth Management LLC
Overland Park, KS
CRD 311391
Firm filing updated April 13, 2026 ·
- $900.4MAssets
- 18Advisory staff
- 2,943Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals683
- High net worth individuals290
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 683 | $266.4 million |
| High net worth individuals | 290 | $628.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $3.3 million |
| Charitable organizations | Fewer than 5 clients | $2.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $378,688 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$900.4 million
- Accounts2,943
- Discretionary$897.0 million · 2,932 accounts
- Non-discretionary$3.3 million · 11 accounts
People
- Employees20
- Advisory staff18
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients1,000
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 311391, SEC file 801-122080.
- Registered with the SEC as an investment advisor (status date on record: August 27, 2021).
Is Greenup Street Wealth Management LLC a fiduciary?
Short answer: Greenup Street Wealth Management LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.