Amanda Marie Wray
Investment adviser representative at Next Up Wealth Advisors, LLC
18 yearsExperience
1 stateRegistered in
$100.2MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Next Up Wealth Advisors, LLCMay 2026 to now
- Brightscape Investment Centers, Inc.Aug 2020 to now
- Amanda Wray LLCAug 2018 to now
- Releve Financial GroupJun 2018 to Aug 2020
- Strategic Asset ConservationSep 2015 to Feb 2018
- Tailor Made PlansAug 2008 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Next Up Wealth Advisors, LLC
$100.2MAssets managed
294Clients
2Advisers
Under 1 yearIn 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
- 6957678
- Firm CRD
- 342136