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UPHOLDINGS
Upholdings provides private wealth management for modern professionals. It helps high earners and their families align finances, invest with intention, and...
UPHOLDINGS
Upholdings provides private wealth management for modern professionals. It helps high earners and their families align finances, invest with intention, and plan their legacies. The firm works across the entire balance sheet and coordinates compensation, investments, taxes, and estate. It is independently owned and accountable to its clients.
General information
Firm type
Asset Manager
Principals
Robert Cantwell III
Founder & Chief Investment Officer
Roman Puglise
CFP®, Partner & Lead Financial Planner
Robert Cantwell III
Founder and Chief Investment Officer
Roman Puglise
CFP®, Partner and Lead Financial Planner
Frequently asked questions
Does UPHOLDINGS have any known investment focus?
No specific sector, stage, or asset-class focus has been disclosed in any publicly available source. The firm's investment strategy and portfolio composition are not documented.
Who founded UPHOLDINGS?
The founder or founding team of UPHOLDINGS has not been identified in any public record available to Altss.
How large is UPHOLDINGS in terms of assets?
No AUM figure has been published by the firm or reported in any credible third-party source. The figure remains undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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