Greenup Street Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance. Financial planning was provided to 1,000 clients last fiscal year.
Greenup Street Wealth Management reports 973 clients. They include 683 individual clients and 290 high-net-worth individuals. Of its assets, 99.6% ($897M across 2,932 accounts) are managed with discretion; $3.34M across 11 accounts are not. It advised 14 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 30% |
| High-net-worth individuals | 30% | 70% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 683 | $266M | 29.6% | $390K |
| High-net-worth individuals | 290 | $628M | 69.7% | $2.17M |
| Pension and profit-sharing plans | Fewer than 5 | $3.27M | 0.4% | — |
| Charitable organizations | Fewer than 5 | $2.35M | 0.3% | — |
| Corporations and other businesses | Fewer than 5 | $379K | 0.0% | — |
| Total | 973 | $900M | 100% | — |
- Clients
- 683
- Regulatory AUM
- $266M
- AUM share
- 29.6%
- Avg. per client
- $390K
- Clients
- 290
- Regulatory AUM
- $628M
- AUM share
- 69.7%
- Avg. per client
- $2.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.27M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.35M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $379K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 973
- Regulatory AUM
- $900M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 14
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Greenup Street Wealth Management charges 0.45%–1.25% a year for its Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- On-going financial planning is $250 per month on a monthly basis, or a flat fee of $3,000; both negotiable and paid monthly in advance.
The leadership team of Greenup Street Wealth Management includes President Kyle Barclay, Chief Investment Officer Daniel Greulich and Chief Compliance Officer Matthew Giggey. It has 20 employees, 18 of them in advisory roles.
Leadership
Kyle BarclaySenior Vice President and Wealth Advisor
Alexander FishmanPresident
Aaron KirschSenior Vice President and Wealth Advisor- Brandon KrausSenior Vice President and Wealth Advisor
- Matthew GiggeyChief Compliance Officer
Daniel GreulichChief Investment Officer
Investment adviser representatives
20 representatives listed in the SEC register as of 9 October 2026.
Staff
- 20 employees
- 18 in advisory functions
- 19 state-registered reps
- 1 insurance agent
- 5 soliciting firms
- Owns 10% to 25% of Greenup Street Wealth Management LLC
Daniel Greulich
Control person · since January 2021
- Owns 10% to 25% of Greenup Street Wealth Management LLC
Anthony Schmitt
Control person · since March 2021
- Owns 10% to 25% of Greenup Street Wealth Management LLC
Aaron Kirsch
Control person · since April 2021
- Owns 10% to 25% of Greenup Street Wealth Management LLC
Alexander Fishman
Control person · since March 2021
- Owns 10% to 25% of Greenup Street Wealth Management LLC
Kyle Barclay
Control person · since April 2021
- Owns 5% to 10% of Greenup Street Wealth Management LLC
Brandon Kraus
Control person · since April 2021
Greenup Street Wealth Management’s regulatory assets grew 3.2× from $278M (May 2022) to $900M (April 2026); clients rose from 266 to 973 and employees from 12 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $900M | 973 | 20 | 3 |
| July 2025 | $662M | 754 | 19 | 3 |
| July 2024 | $511M | 601 | 15 | 3 |
| August 2023 | $359M | 419 | 12 | 3 |
| May 2022 | $278M | 266 | 12 | 3 |
Besides its headquarters, Greenup Street Wealth Management has 2 offices, with 3 listed addresses in California, Kansas and Michigan.
California · 1 listed address
- 24013 Ventura Boulevard, Calabasas
Kansas · 1 listed address
- 7300 W 110th Street, Suite 700, Overland ParkHQ
Michigan · 1 listed address
- 2723 S State Street, Ann Arbor
Other business names
Greenup Street Wealth Management has reported 2 other business names to the SEC.
- Greenup Wealth
- Greenup Wealth Management
Contact and registration details
- Legal name
- Greenup Street Wealth Management LLC
- Headquarters
- 7300 W 110th Street, Suite 700, Overland Park, KS 66210
- Website
- thinkwealth.io
- Phone
- 734-656-8121
- @greenup-wealth
- SEC file
- 801-122080
- Founded
- 2020
- Structure
- Michigan LLC
- Fiscal year end
- December
Greenup Street Wealth Management uses Fidelity ($601M, 76%) and Charles Schwab ($189M, 24%) as custodians for its separately managed accounts. Greenup Street Wealth Management has custody of $76M in client assets for 128 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $601M76%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $189M24%
At year end, Greenup Street Wealth Management’s separately managed accounts were mostly in funds (74%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $822M across 141 positions; the largest are Invesco Qqq TR (17.1%), American Centy ETF TR (11.5%) and American Centy ETF TR (9.4%).
What the accounts hold
- Stocks18%
- Funds74%
- Bonds1%
- Cash5%
- Other2%
- Annuities2%
Reported 13F holdings
- $822M
- Reported 13F value
- 141
- Positions
- 62.3%
- In the 10 largest
- +15.7%
- Value vs. prior quarter
- Invesco Qqq TR · Unit Ser 117.1%
- American Centy ETF TR · Intl EQT ETF11.5%
- American Centy ETF TR · Avantis Emgmkt9.4%
- iShares TR · Core S&P500 ETF4.3%
- Vanguard BD Index Fds · Intermed Term3.9%
- Vanguard Index Fds · Value ETF3.8%
- Vanguard BD Index Fds · Short Trm Bond3.8%
- iShares TR · S&P 500 Val ETF3.3%
- Victory Portfolios II · Core BD ETF3.2%
- iShares TR · Iboxx HI YD ETF1.9%
Together, the ten largest are 62.3% of reported value.
How many clients does Greenup Street Wealth Management have?
Greenup Street Wealth Management has 973 clients and manages $900 million for them, as of April 2026. They include 683 individual clients and 290 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 April 2026
What services does Greenup Street Wealth Management offer?
Greenup Street Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Greenup Street Wealth Management charge?
Greenup Street Wealth Management charges 0.45%–1.25% a year for its Portfolio Management. The fee is billed in advance and is negotiable.
Source: ADV PART 2A- GREENUP STREET WEALTH MANAGEMENT LLC, filed 26 March 2026
Which custodians does Greenup Street Wealth Management use?
Greenup Street Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $601M and Charles Schwab & Co., Inc. (San Francisco, CA), with $189M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 April 2026
How many financial advisors does Greenup Street Wealth Management have?
Greenup Street Wealth Management has 19 investment adviser representatives registered with state securities authorities, out of 20 employees, and 18 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Greenup Street Wealth Management invest in?
At the end of its last fiscal year, Greenup Street Wealth Management’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 5% cash and equivalents, 2% other and 1% investment grade corporate bonds. The 2% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greenup Street Wealth Management?
Greenup Street Wealth Management’s direct owners are Daniel Greulich, Anthony Schmitt, Aaron Kirsch, Brandon Kraus, Alexander Fishman and Kyle Barclay, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 13 April 2026
How does Greenup Street Wealth Management get paid?
Greenup Street Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Greenup Street Wealth Management?
Greenup Street Wealth Management’s main office is at 7300 W 110th Street, Suite 700, Overland Park, KS 66210. Its phone number is 734-656-8121. Its website is thinkwealth.io.