Next Up Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Next Up Wealth Advisors reports 294 clients. They include 161 individual clients, 132 high-net-worth individuals and 1 charitable organization. Of its assets, 79.5% ($79.7M across 243 accounts) are managed with discretion; $20.5M across 51 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 20% |
| High-net-worth individuals | 45% | 80% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 161 | $19.9M | 19.9% | $124K |
| High-net-worth individuals | 132 | $80.1M | 79.9% | $607K |
| Charitable organizations | 1 | $246K | 0.2% | $246K |
| Total | 294 | $100M | 100% | $341K |
- Clients
- 161
- Regulatory AUM
- $19.9M
- AUM share
- 19.9%
- Avg. per client
- $124K
- Clients
- 132
- Regulatory AUM
- $80.1M
- AUM share
- 79.9%
- Avg. per client
- $607K
- Clients
- 1
- Regulatory AUM
- $246K
- AUM share
- 0.2%
- Avg. per client
- $246K
Total
- Clients
- 294
- Regulatory AUM
- $100M
- AUM share
- 100%
- Avg. per client
- $341K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Next Up Wealth Advisors charges 0.90%–1.25% a year for its Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $100,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fees range from $150 to $300, or flat fees range from $1,500 to $5,000, with a retainer of up to 50% and never over $1,200 for work that cannot be completed within six months.
- Pension Plan Advisory
- Pension consulting is a negotiated flat fee of $1,500 to $25,000 per engagement, charged quarterly in arrears.
Amanda Wray owns 75% or more of Next Up Wealth Advisors. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Next Up Wealth Advisors, LLC
Amanda Wray
Control person · since April 2026
Besides its headquarters, Next Up Wealth Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Arizona · 1 listed address
- 9375 E Shea BLVD., Suite 100, ScottsdaleHQ
Contact and registration details
- Legal name
- Next Up Wealth Advisors, LLC
- Headquarters
- 9375 E Shea BLVD., Suite 100, Scottsdale, AZ 85260
- Website
- nextupwealthadvisors.com
- Phone
- 480-450-7407
- SEC file
- 801-136270
- Structure
- Arizona LLC
- Fiscal year end
- December
Next Up Wealth Advisors’ named custodians for separately managed accounts include Charles Schwab ($94.7M, 94%), Flourish ($2.56M, 3%) and Pontera ($1.76M, 2%). Next Up Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $94.7M94%
- AltruistAltruist Financial LLC · Dallas, TX · $1.26M1%
- PonteraPontera · New York, NY · $1.76M2%
- FlourishFlourish · Atlanta, GA · $2.56M3%
At year end, Next Up Wealth Advisors’ separately managed accounts were mostly in funds (67%) and stocks (23%).
What the accounts hold
- Stocks23%
- Exchange-traded equities22%
- Non-exchange-traded equities1%
- Funds67%
- Bonds6%
- State and local bonds3%
- High-yield corporate bonds2%
- Investment grade corporate bonds1%
- Cash5%
How many clients does Next Up Wealth Advisors have?
Next Up Wealth Advisors has 294 clients and manages $100 million for them, as of August 2026. They include 161 individual clients, 132 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Next Up Wealth Advisors offer?
Next Up Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Next Up Wealth Advisors charge?
Next Up Wealth Advisors charges 0.90%–1.25% a year for its Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.
Source: NEXT UP WEALTH- ADV 2A BROCHURE- AUG 2026, filed 3 August 2026
Which custodians does Next Up Wealth Advisors use?
Next Up Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $94.7M, Flourish (Atlanta, GA), with $2.56M, Pontera (New York, NY), with $1.76M and Altruist Financial LLC (Dallas, TX), with $1.26M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does Next Up Wealth Advisors have?
Next Up Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Next Up Wealth Advisors invest in?
At the end of its last fiscal year, Next Up Wealth Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 5% cash and equivalents, 3% state and local bonds, 2% high-yield corporate bonds, 1% non-exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Next Up Wealth Advisors have a minimum investment?
Yes, Next Up Wealth Advisors’ minimum account size for its Portfolio Management is $100K.
Source: NEXT UP WEALTH- ADV 2A BROCHURE- AUG 2026, filed 3 August 2026
Who owns Next Up Wealth Advisors?
Next Up Wealth Advisors’ direct owner is Amanda Wray (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Next Up Wealth Advisors get paid?
Next Up Wealth Advisors is paid through a percentage of assets under management, hourly charges 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 Next Up Wealth Advisors?
Next Up Wealth Advisors’ main office is at 9375 E Shea BLVD., Suite 100, Scottsdale, AZ 85260. Its phone number is 480-450-7407. Its website is nextupwealthadvisors.com.