# WHEELS UP WEALTH, INC.

WHEELS UP WEALTH, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wheels-up-wealth-inc

## Regulatory record

- **CRD number:** 307736
- **SEC file number:** 801-131524
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307736

## About

WHEELS UP WEALTH, INC. is an SEC-registered investment adviser in BENICIA, CA, registered since 2024. The firm manages approximately $130 million in regulatory assets. It has 5 employees and 3 investment advisers.

## Sectors

- Private Credit
- Hedge Funds
- Real Estate

## Questions

### Who runs investment decisions at Wheels Up Wealth Inc.?

No named principals or investment committee members are publicly disclosed. The firm's leadership remains anonymous in public records, which is common for family offices that operate entirely privately.

### Does Wheels Up Wealth Inc. participate in fund commitments or only direct deals?

No public information exists about fund commitments or direct investments. The firm's investment approach is unknown.

### What investment stages does Wheels Up Wealth Inc. typically target?

No public data specifies investment stages. Inferred sector tags (private credit, hedge funds, real estate) suggest a preference for mature, yield-generating assets, but this is speculation.

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Last updated: 2026-07-06T01:24:28.899Z

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