OVERLAND PARK, KSCRD 311391Latest ADV April 13, 2026
Greenup Street Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 13, 2026, reports $900M in regulatory assets under management, 20 employees, 2 offices, and 2,943 accounts.
Assets Under Management
$900M
Employees
20
Offices
2 offices
Total Clients
973
Primary office
OVERLAND PARK, KS
7300 W 110TH STREET, SUITE 700, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.2% of total clients.
Top client categories% of clientsClients
1
Individuals
70.2%
683
2
HNWI
29.8%
290
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$900Mas of April 13, 2026
Discretionary99.6%
$897M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$900M
Total Accounts2,943
10Y AUM Change+$763M (+555.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee49:1
10Y Employee Change+12 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.