Next Up Wealth Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 342136
· SEC file 801-136270
· Scottsdale, AZ
· nextupwealthadvisors.com
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ADV data as of Aug 03, 2026
- Regulatory AUM
- $100M
- Discretionary
- $79.7M
- Clients
- 294
- Avg AUM / client
- $341K
- Accounts
- 294
- Employees
- 2
AUM over time
$0
$100M
Apr 14, 2026
Aug 3, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 161 | $19.9M | 19.9% |
| High net worth individuals | 132 | $80.1M | 79.9% |
| Charitable organizations | 1 | $246K | 0.25% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amanda Marie Wray | Registered representative | May 2026 (0y) | ||
| Kenneth Turner | Registered representative | CFP | May 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 974 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗