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Anthony Michael Schmitt

Investment adviser representative at Greenup Street Wealth Management LLC
13 yearsExperience
2 statesRegistered in
$900.4MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Greenup Street Wealth Management LLCMar 2021 to now
  2. Regal SecuritiesOct 2019 to Mar 2021
  3. Research Based SolutionsJun 2019 to Sep 2019
  4. Spotlight Asset Group, Inc.Mar 2018 to Apr 2019
  5. Scottrade Investment ManagementNov 2013 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Greenup Street Wealth Management LLC

$900.4MAssets managed
973Clients
20Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3168815
Firm CRD
311391
Advisor's SEC record (opens in a new tab)
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