Aaron Kirsch has been Senior Vice President and Wealth Advisor of Greenup Street Wealth Management since April 2021, is a control person of the firm and directly owns between 10% and 25% of it. Aaron Kirsch holds a Bachelor of Arts in Film and Television from the University of California, Los Angeles.
Greenup Street Wealth Management LLC is an Overland Park, KS firm with $900M under management, 973 clients and 18 advisers across 3 offices, as of its April 2026 filing.
Aaron Kirsch is Senior Vice President and Wealth Advisor of GreenUp Wealth Management, based in Calabasas, California. He specializes in working with individuals and couples nearing retirement and living in retirement, guiding clients with financial planning. Before becoming a founding partner of GreenUp Wealth Management, he worked as a financial advisor at a major Wall Street firm, a regional broker dealer and an investment advisor, and was the owner of Kirsch Wealth Management. Before working in financial services, he spent nine years as a camera assistant in the motion picture industry.
Aaron Kirsch’s longest registration was 6 years at Cetera Advisors LLC (2012–2018). Before joining Greenup Street Wealth Management in 2021, Aaron Kirsch was registered through Spotlight Asset Group and Cetera Advisors LLC.
- – present · 5 yearsCalabasas, CA · Adviser representative · Firm CRD 311391
- Spotlight Asset Group– · 2 yearsCalabasas, CA · Adviser representative · Firm CRD 288076
- Cetera Advisors LLC– · 6 yearsCalabasas, CA · Adviser representative · Firm CRD 10299
- Pacific West Financial Consultants Inc– · 1 yearRenton, WA · Adviser representative · Firm CRD 108728
- Crowell, Weedon & Co.– · 3 yearsEncino, CA · Adviser representative · Firm CRD 193
- Morgan Stanley– · 3 yearsWoodland HLS, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Aaron Kirsch is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in May 2021.
- CaliforniaSince 20 May 2021
- TexasResidentSince 13 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 10 July 2001 |
| Series 66 | Uniform Combined State Law Examination | 19 June 2001 |
| Series 7 | General Securities Representative Examination | 6 June 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Gideon Kirsch
- CRD
- 4382602
- Firm
- Greenup Street Wealth Management · CRD 311391
- Role
- Senior Vice President and Wealth Advisor
- Office
- 24013 Ventura Blvd, Suite 202, Calabasas, CA 91302
- Registration
- Investment adviser registration
- In the industry since
- July 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenupwealth.com
Where does Aaron Kirsch work?
Aaron Kirsch has been Senior Vice President and Wealth Advisor of Greenup Street Wealth Management LLC since April 2021, and is a control person of the firm.
Is Aaron Kirsch a financial advisor?
Yes. Aaron Kirsch has a current investment-adviser registration in California and Texas, through Greenup Street Wealth Management since May 2021.
How many years of experience does Aaron Kirsch have?
Aaron Kirsch has 25 years in the financial industry, since July 2001, across 6 adviser firms.
What exams has Aaron Kirsch passed?
Aaron Kirsch has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in June 2001. FINRA credited Aaron Kirsch with the SIE, which began in October 2018.
Where did Aaron Kirsch work before Greenup Street Wealth Management?
Before Greenup Street Wealth Management, Aaron Kirsch was registered through Spotlight Asset Group, June 2018 to April 2021; Cetera Advisors LLC, February 2012 to June 2018; Pacific West Financial Consultants Inc, March 2010 to February 2012; Crowell, Weedon & Co., February 2007 to March 2010; Morgan Stanley, August 2001 to January 2005.
Where is Aaron Kirsch based?
Aaron Kirsch’s registered office is in Calabasas, CA.
Is Aaron Kirsch registered with FINRA?
No. Aaron Kirsch has no current broker registration.
How can I verify Aaron Kirsch’s record?
Search CRD 4382602 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Kirsch’s full registration record.
