Nathan Arthur Wood
Investment adviser representative at Up Financial USA Inc.
22 yearsExperience
1 stateRegistered in
$4.1MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Up Financial USA Inc.Apr 2023 to now
- Up Investment Management of Aligned Capital Partners Inc.Jan 2022 to now
- University of CalgaryNov 2021 to now
- Up Financial Inc.Dec 2012 to now
- Sole Proprietor Contract PyrotchnicianApr 2004 to now
- Portfolio Strategies CorportationAug 2018 to Jan 2022
- Quandrus Investments ServicesJan 2012 to Jul 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Up Financial USA Inc.
$4.1MAssets managed
0Clients
2Advisers
3 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
- 7729925
- Firm CRD
- 326602