Firm
Wheels Up Wealth, Inc.
Benicia, California
Fee-only
Wheels Up Wealth, Inc. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 114 individual clients, 46 of them high net worth.
- Its average account is about $284,000 (assets it manages divided by its 458 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Benicia, California |
|---|---|
| Website | wheelsupwealthinc.com |
| [email protected] | |
| Phone | (707) 234-5785 |
Wheels Up Wealth, Inc. fees
Wheels Up Wealth, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $130 million |
| Individual clients | 68 |
| High-net-worth clients | 46 |
| Accounts managed | 458 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131524) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 307736 |