Greenup Street Wealth Management Llc
- Regulatory AUM
- $900M
- Discretionary
- $897M
- Clients
- 973
- Avg AUM / client
- $925K
- Accounts
- 2,943
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 683 | $266M | 29.6% |
| High net worth individuals | 290 | $628M | 69.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.3M | 0.36% |
| Charitable organizations | Fewer than 5 clients | $2.3M | 0.26% |
| Corporations and other businesses | Fewer than 5 clients | $379K | 0.04% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Century Retirement Plan American Century Services, Llc | 2024 |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel J Greulich | Chief Investment Officer | CFP CFA | Nov 2020 (6y) | 10% – 25% |
| Anthony Michael Schmitt | President, Ceo | Mar 2021 (5y) | 10% – 25% | |
| Alexander Lawrence Fishman | Chief Operating Officer | Mar 2021 (5y) | 10% – 25% | |
| Aaron Gideon Kirsch | Chief Client Advocacy Officer | CFP | Apr 2021 (5y) | 10% – 25% |
| Brandon Michael Kraus | Vice President Wealth Advisor | CFP | Apr 2021 (5y) | 5% – 10% |
| Kyle Joseph Barclay | Vice President Wealth Advisor | CFP | Apr 2021 (5y) | 10% – 25% |
| Giggey, Matthew, Michael | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Brad Paul Tatar | Registered representative | Aug 2021 (5y) | ||
| Antonio Allen Marquez | Registered representative | CFP | Nov 2021 (5y) | |
| Michael Edward Mitchell | Registered representative | Nov 2021 (5y) | ||
| Dennis Dean Goodwin | Registered representative | Mar 2022 (4y) | ||
| Bradley Michael Skluzacek | Registered representative | CFP | Apr 2022 (4y) | |
| Samuel Thomas Schuette | Registered representative | Sep 2023 (3y) | ||
| Barbara Gayle Deboer | Registered representative | Nov 2023 (3y) | ||
| Michael Kelly Mercer | Registered representative | Feb 2024 (2y) | ||
| Grace Thompson Arnold | Registered representative | CFA | May 2024 (2y) | |
| Matthew James Kitzman | Registered representative | Sep 2025 (1y) | ||
| Victoria Blake Burress | Registered representative | CFP | Oct 2025 (1y) | |
| Christopher Conwell Underwood | Registered representative | Nov 2025 (1y) | ||
| Joshua Jesse Church | Registered representative | Apr 2026 (0y) | ||
| Paul Jacob Hurley | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Century Retirement Plan | American Century Services, Llc | 1,410 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $601M (67% of AUM) Apr 2026
- Charles Schwab & Co. $189M (21% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗