# Next Up Wealth Advisors

Next Up Wealth Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** nextupwealthadvisors.com

## Regulatory record

- **CRD number:** 342136
- **SEC file number:** 801-136270
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/342136

## About

NEXT UP WEALTH ADVISORS, LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2026. The firm employs 2 employees and 2 investment advisers. It operates with a small team.

## Questions

### What is the documented investment strategy of Next Up Wealth Advisors?

No investment strategy is documented in the public record. The firm maintains no website, lists no fund vehicles, and has not been cited by financial publications for any investment activity.

### Who leads investment decisions at Next Up Wealth Advisors?

No principals or investment decision-makers are named in regulatory filings, press, or other primary sources. The firm operates without any publicly identified leadership.

### Does Next Up Wealth Advisors disclose any AUM or deployment figures?

No. The firm has never publicly disclosed assets under management, total deployment, or capital raised. No third-party data vendor or financial publication reports an estimate.

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Last updated: 2026-07-11T10:59:07.000Z

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