# GreenUp Street Wealth Management

GreenUp Street Wealth Management is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Kansas City, MO, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** greenupwealth.com
- **LinkedIn:** https://www.linkedin.com/company/greenup-wealth

## Regulatory record

- **CRD number:** 311391
- **SEC file number:** 801-122080
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311391

## About

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. 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.

## Related profiles

- [GreenStone Farm Credit Services](https://altss.com/profile/greenstone-farm-credit-services)
- [Greenway Asset Management](https://altss.com/profile/greenway-asset-management)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/greenup-street-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology