Bridget Harkins has been President, CIO, & CCO of Wheels Up Wealth since February 2020, is a control person of the firm and directly owns 75% or more of it. Bridget Harkins holds a Bachelor of Arts in Economics (minor in Public Policy) from the University of California, Berkeley.
Wheels Up Wealth, Inc. is a firm with $130M under management, 114 clients and 3 advisers in one office, as of its February 2026 filing.
Bridget Harkins is President of Wheels Up Wealth and co-founded the firm. She previously spent six years at Dimensional Fund Advisors, rising to regional director, before moving to work directly with individuals on custom-made strategies. She is part of the Financial Planning Association of the East Bay and the National Association of Personal Financial Advisors.
- Wheels Up Wealth, Inc.Current– present · 6 yearsBenicia, CA · Adviser representative · Firm CRD 307736
Professional designations
Listed by Wheels Up Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bridget Harkins is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2020; the most recent is Texas, in April 2023.
- CaliforniaSince 19 March 2020
- TexasResidentSince 20 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 March 2016 |
| Series 7 | General Securities Representative Examination | 3 December 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bridget Elizabeth Harkins
- CRD
- 6251842
- Firm
- Wheels Up Wealth · CRD 307736
- Role
- President, CIO, & CCO
- Office
- Benicia, CA
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wheelsupwealthinc.com
Where does Bridget Harkins work?
Bridget Harkins has been President, CIO, & CCO of Wheels Up Wealth, Inc. since February 2020, and is a control person of the firm.
Is Bridget Harkins a financial advisor?
Yes. Bridget Harkins has a current investment-adviser registration in California and Texas, through Wheels Up Wealth since March 2020.
How many years of experience does Bridget Harkins have?
Bridget Harkins has 12 years in the financial industry, since January 2014, across 1 adviser firm.
What exams has Bridget Harkins passed?
Bridget Harkins has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 2013. FINRA credited Bridget Harkins with the SIE, which began in October 2018.
Where is Bridget Harkins based?
Bridget Harkins’ registered office is in Benicia, CA.
Is Bridget Harkins registered with FINRA?
No. Bridget Harkins has no current broker registration.
Is Bridget Harkins a CFP?
Wheels Up Wealth lists Bridget Harkins with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bridget Harkins’ record?
Search CRD 6251842 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bridget Harkins’ full registration record.