Youxi Liu
Investment adviser representative at Upstart Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$385.9MFirm 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 assetsHourlyFixed 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.
- Paradigm Wealth, Inc. (trayecto)Oct 2022 to now
- Upstart Wealth Management, LLCJul 2021 to now
- UnemployedDec 2020 to Jul 2021
- Federmann Financial Advisors Inc.Oct 2017 to Nov 2020
- Federmann Financial Advisors IncJul 2013 to Sep 2017
Designations
- PFS
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Upstart Wealth Management, LLC
$385.9MAssets managed
91Clients
4Advisers
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
- 7416108
- Firm CRD
- 173728