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Aaron Gideon Kirsch

Investment adviser representative at Greenup Street Wealth Management LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$900.4MFirm assets

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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

16 years in the industry.

  1. Greenup Street Wealth Management LLCApr 2021 to now
  2. Spotlight Asset Group, Inc.Jun 2018 to Apr 2021
  3. Total WealthAug 2017 to Jun 2018
  4. Top Advisors MediaMay 2017 to Jun 2018
  5. Cetera Advisors LLCJan 2013 to Jun 2018
  6. Kirsch Wealth ManagementMar 2010 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
4382602
Firm CRD
311391
Advisor's SEC record (opens in a new tab)
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