Daniel J Greulich
Investment adviser representative at Greenup Street Wealth Management LLC
20 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$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
20 years in the industry.
- Greenup Street Wealth Management, LLCSep 2020 to now
- Spotlight Asset Group, Inc.Mar 2018 to now
- Fidelity InvestmentsAug 2006 to Apr 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 5243352
- Firm CRD
- 311391