# Uptick Partners

Uptick Partners is a Bank / Wealth / Trust based in Nacogdoches, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Nacogdoches, United States
- **Region:** North America
- **Address:** Nacogdoches, TX, United States
- **Founded:** 2023
- **Assets under management:** <$50M (Altss estimate)
- **Website:** uptickpartners.com
- **LinkedIn:** https://www.linkedin.com/company/uptick-partners

## Regulatory record

- **CRD number:** 324250
- **SEC file number:** 801-127235
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324250

## About

Uptick Partners is an SEC-registered investment adviser in Nacogdoches, TX, registered since 2023. The firm manages approximately $1.1 billion in assets. It has 25 employees and 25 investment advisers.

## Questions

### What is Uptick Partners' known investment strategy?

Uptick Partners does not publish a strategy statement. In the absence of a public Form ADV or marketing material, the firm's posture is assumed to mirror that of a traditional financial-advisory practice: personalized portfolio construction, retirement planning, and wealth management for local families and small-business owners.

### Who runs Uptick Partners?

No named principals are publicly verified for Uptick Partners. Ownership, investment-committee structure, and day-to-day leadership are not disclosed in any accessible regulatory or media source as of the latest review.

### Does Uptick Partners disclose its assets under management?

No. Uptick Partners has not publicly disclosed AUM. Altss estimates the firm's advisory assets fall below $50 million based on the absence of an ADV filing, institutional footprint, or professional-headcount disclosures.

## Related profiles

- [Upstream Financial Advisors](https://altss.com/profile/upstream-financial-advisors)
- [Urban Financial Advisory](https://altss.com/profile/urban-financial-advisory)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/uptick-partners

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