Matthew James Kitzman
Investment adviser representative at Greenup Street Wealth Management LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Greenup Street Wealth Management LLCSep 2025 to now
- One Capital Management, LLCJun 2024 to Sep 2025
- Financial Engines Advisors L.L.C.Nov 2016 to May 2024
- Tmfs Advisors, LLCAug 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 4474159
- Firm CRD
- 311391