GreenUp Street Wealth Management

GreenUp Street Wealth Management

GreenUp Street Wealth Management launched in 2020 as a registered investment adviser, filing with the SEC from a Kansas City base. The firm's ADV filings describe a dual capability: discretionary investment management for private clients alongside financial planning services, with a stated client list that spans individuals, high-net-worth households, corporations, and charitable foundations. The architecture — a young RIA without a broker-dealer affiliation — positions it squarely in the fee-only fiduciary channel. The firm's reported service lines blend portfolio construction with planning disciplines. ADV records indicate it manages client assets on a discretionary basis, selecting individual securities and funds, while also offering non-discretionary consulting and stand-alone financial plans. There is no public track record of proprietary fund vehicles, direct co-investment programs, or alternative-asset sourcing. The practice appears concentrated in US public markets and standard retirement-account structures, though the firm has not disclosed specific asset-class allocations or named portfolio holdings. GreenUp Street operates without publicized satellite offices or adjacent investment vehicles. No philanthropic foundation, real-asset arm, or operating company appears in available filings. The firm's profession of serving foundations suggests some exposure to institutional-style advisory work, but the scale and composition of that book remain undisclosed. Team size and named investment-committee members have not been published in any public forum. The structural signature is a post-DOL-fiduciary-rule launch. By starting in 2020 as an SEC-registered RIA rather than a dually registered broker, the firm avoided the compliance legacy costs that shape many older wealth practices. Whether that translates into a differentiated investment process or merely a cleaner regulatory posture is not yet observable from public filings alone.