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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Greenup Street Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Greenup Street Wealth Management invest in?","answer":"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. 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