# Upstart Wealth Management

Upstart Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.upstartwealth.com
- **LinkedIn:** https://www.linkedin.com/company/upstartapp

## Regulatory record

- **CRD number:** 173728
- **SEC file number:** 801-121693
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-06T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173728

## About

Upstart Wealth Management provides financial planning for the startup community. They help ambitious startup folks make smart, life-changing financial choices, including founders and early employees anticipating liquidity events and professionals with stock options and equity compensation complexity. Services include financial planning, investment management, and tax planning and return prep on a fee-only fiduciary basis.

## People

- Mike Powsner — Founder & Financial Planner; CPA — PFS, CFP®
- Youxi Liu — Partner — Director of Tax & Financial Planner; CPA, PFS, CFP®
- Yooie Chang — Tax and Financial Planning Associate; EA
- Russell Kroeger — Partner — Fellow; CFP®

## Related profiles

- [Upright Financial](https://altss.com/profile/upright-financial)
- [Upstream Financial Advisors](https://altss.com/profile/upstream-financial-advisors)

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Last updated: 2026-08-11T15:08:22.057Z

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