# Jonathan Lupo

> Jonathan Lupo is a fee-only financial advisor at Fealty in Niagara Falls, New York. Jonathan focuses on crypto & digital assets. Fealty reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-lupo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fealty
- **Based in:** Niagara Falls, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $3.0M across 25 accounts
- **Specialties:** Crypto & digital assets
- **CRD:** 6824000 (https://adviserinfo.sec.gov/individual/summary/6824000)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2019), Series 66 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.fealtygroup.com/

## Frequently asked questions

### Is Jonathan Lupo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Fealty reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Fealty, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jonathan Lupo based?

Jonathan Lupo is based in Niagara Falls, New York.

### What does Jonathan specialize in?

Jonathan's specialties include crypto & digital assets.

### Is Jonathan Lupo registered with the SEC?

Yes. Jonathan Lupo is registered as an investment adviser representative in NY (CRD 6824000), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fealty manage?

Fealty reports $3.0M across 25 accounts in assets under management.

### How do I contact Jonathan Lupo?

Through Jonathan's website, www.fealtygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6824000): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fealtygroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.