Amanda Wray has been Managing Member, CCO of Next Up Wealth Advisors since April 2026, is a control person of the firm and directly owns 75% or more of it.
Next Up Wealth Advisors, LLC is a Scottsdale, AZ firm with $100M under management, 294 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Amanda Wray is Founder, Chief Compliance Officer, and Senior Private Wealth Advisor of Next Up Wealth Advisors. She advises individuals and families on financial decisions at every stage of life and works with clients navigating meaningful transitions. Before launching Next Up, she was President and Chief Compliance Officer of Brightscape Investment Centers.
Amanda Wray’s longest registration was 6 years at Brightscape Investment Centers (2020–2026). Before joining Next Up Wealth Advisors in 2026, Amanda Wray was registered through Brightscape Investment Centers and Releve Financial Group.
- Next Up Wealth Advisors, LLCCurrent– present · under a yearScottsdale, AZ · Adviser representative · Firm CRD 342136
- Brightscape Investment Centers– · 6 yearsScottsdale, AZ · Adviser representative · Firm CRD 129597
- Releve Financial Group– · 2 yearsLake Havasu, AZ · Adviser representative · Firm CRD 285243
Investment adviser representative registrations
Amanda Wray is registered as an investment adviser representative in Arizona, since May 2026.
- ArizonaSince 15 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amanda Marie Wray
- CRD
- 6957678
- Firm
- Next Up Wealth Advisors · CRD 342136
- Role
- Managing Member, CCO
- Office
- 9375 E SHEA BLVD., SUITE 100, Scottsdale, AZ 85260
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nextupwealthadvisors.com
Where does Amanda Wray work?
Amanda Wray has been Managing Member, CCO of Next Up Wealth Advisors, LLC since April 2026, and is a control person of the firm.
Is Amanda Wray a financial advisor?
Yes. Amanda Wray has a current investment-adviser registration in Arizona, through Next Up Wealth Advisors since May 2026.
How many years of experience does Amanda Wray have?
Amanda Wray has 8 years in the financial industry, since June 2018, across 3 adviser firms.
What exams has Amanda Wray passed?
Amanda Wray passed the Series 65 in May 2018.
Where did Amanda Wray work before Next Up Wealth Advisors?
Before Next Up Wealth Advisors, Amanda Wray was registered through Releve Financial Group, June 2018 to August 2020.
Where is Amanda Wray based?
Amanda Wray’s registered office is in Scottsdale, AZ.
Is Amanda Wray registered with FINRA?
No. Amanda Wray has no current broker registration.
How can I verify Amanda Wray’s record?
Search CRD 6957678 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Wray’s full registration record.