The form consists of two parts. ... Part 1 requires information about the investment adviser's business, ownership, clients, employees, business practices, affiliations, and any disciplinary events of the adviser or its employees. Part 1 is organized in a check-the-box, fill-in-the-blank format.
Personal Adviser DBA(‘Wealthup’)Inc. is registered as an investment adviser with the Securities and Exchange Commission (“SEC”).
Wealthup is a digital financial services company offering financial products for U.S. based consumers. Wealthup’s investment advisory services are available only to residents of the United States in jurisdictions where Wealthup is registered. In order to open a Wealthup account, you must be at least 18 years of age. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. The content on this website does not constitute a complete description of Wealthup’s investment advisory services.
Copyright 2020 Personal Adviser (‘Wealthup’) Inc . The Monthly Wrap Fee starts at $20.00 and you’ll also bear expenses reflected in the pricing of the third party ETFs in your account . Before investing, please see the Wealthup Wrap Fee Brochure and applicableDrive Wealth LLC Custodial fees.
Wealthup uses Drivewealth LLC as broker/dealer for Wealthup investment accounts. Advisory products and services are offered through FINRA BrokerCheck reports for Drivewealth LLC are available at: FINRA, Drivewealth LLC provides clearing and execution services and serves as qualified custodian for advisory assets of Wealthup Clients. Products offered by Personal Adviser Inc are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.