DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Greenup Street Wealth Management LLC

Independent wealth managerOverland Park, KansasCRD 311391SEC 801-122080website IAPD

Latest filing Apr 13, 2026

First filing on the tape Jul 14, 2021 · 34 filings

SEC status approved since Aug 27, 2021

RAUM

$900M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

99%

$894M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$45.0M

derived; firm RAUM over IAPD count

Employees

18 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

34 filings and snapshots on the tape

RAUM$900M as of Apr 13, 2026

Feb 11, 2022$278M then

HNW client RAUM$628M as of Apr 13, 2026

Feb 11, 2022$186M then

State-registered IARs (5.B.3)19 as of Apr 13, 2026

Feb 11, 20229 then

Employees (5.A)20 as of Apr 13, 2026

Feb 11, 202211 then

Private funds: no history

RAUM +36% over the last fiscal year+36% a year over threeIARs 15 to 19

Practice profile

derived from the filing of Apr 13, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)

RAUM per advisor: $45.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 49derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.2MderivedHNW RAUM over HNW clients
Average account: $305,934derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 6.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +36%derivedbetween the last two annual amendments
Advisor growth, one year: +27%derivedItem 5.B.3 between annual amendments
Client growth, one year: +30%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Financial planning clients: 1,000reportedItem 5.H
Custody: $76.0M, 128 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$628M70%
Individuals$266M30%
Pension and profit-sharing plans$3.3M0.4%
Charitable organizations$2.3M0.3%
Corporations and businesses$378,6880.0%

Individual clients: 683reported
HNW clients: 290reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 2,943reported
Financial planning clients: 1,000reported
Wrap fee programs: noreported
Custody of client assets: $76.0M for 128 clientsreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

20 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Daniel J GreulichCertified Financial Planner, Chartered Financial Analyst	Overland Park, Ks	Nov 25, 2020	20 y	2
Anthony Michael Schmitt	Overland Park, Ks	May 5, 2021	23 y	5
Aaron Gideon KirschCertified Financial Planner	Overland Park, Ks	May 13, 2021	25 y	5
Kyle Joseph BarclayCertified Financial Planner	Overland Park, Ks	May 13, 2021	15 y	1
Brandon Michael KrausCertified Financial Planner	Overland Park, Ks	Jul 7, 2021	20 y	2
Brad Paul Tatar	Overland Park, Ks	Aug 10, 2021	20 y	4
Antonio Allen MarquezCertified Financial Planner	Overland Park, Ks	Nov 8, 2021	11 y	1
Michael Edward Mitchell	Overland Park, Ks	Nov 19, 2021	19 y	8
Alexander Lawrence Fishman	Overland Park, Ks	Jan 12, 2022	19 y	2
Dennis Dean Goodwin	Overland Park, Ks	Mar 10, 2022	15 y	1
Bradley Michael SkluzacekCertified Financial Planner	Overland Park, Ks	Apr 7, 2022	12 y	1
Samuel Thomas Schuette	White Bear, Mn	Sep 3, 2023	20 y	3
Barbara Gayle Deboer	Sanfod, Fl	Nov 27, 2023	32 y	4
Michael Kelly Mercer	Overland Park, Ks	Feb 9, 2024	12 y	0
Grace Thompson ArnoldChartered Financial Analyst	Cleveland Heights, Oh	May 22, 2024	12 y	0
Matthew James Kitzman	Omaha, Ne	Sep 9, 2025	24 y	7
Victoria Blake BurressCertified Financial Planner	Austin, Tx	Oct 13, 2025	13 y	2
Christopher Conwell Underwood	Overland Park, Ks	Nov 10, 2025	13 y	1
Joshua Jesse Church	Fairbanks, Ak	Apr 16, 2026	10 y	1
Paul Jacob Hurley	Wasilla, Ak	Apr 16, 2026	17 y	4

Advisor movement

0 left, 4 joined in 12 months

net +4 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

Paul Jacob Hurley from Arbor Capital Management Inc
Apr 16, 2026 · RIA to RIA
Joshua Jesse Church from Arbor Capital Management Inc
Apr 16, 2026 · RIA to RIA
Christopher Conwell Underwood from Wealthcare Advisory Partners LLC
Nov 10, 2025 · RIA to RIA
Victoria Blake Burress from Austin Asset
Oct 13, 2025 · RIA to RIA
Matthew James Kitzman from One Capital Management, LLC
Sep 9, 2025 · RIA to RIA
Barbara Gayle Deboer from Regal Advisory Services, Inc.
Nov 27, 2023 · RIA to RIA
Samuel Thomas Schuette from Onedigital
Sep 3, 2023 · Other
Bradley Michael Skluzacek from American Century Investments Private Client Group, Inc.
Apr 7, 2022 · Affiliated broker-dealer or bank to independent RIA
Dennis Dean Goodwin from American Century Investments Private Client Group, Inc.
Mar 10, 2022 · Affiliated broker-dealer or bank to independent RIA
Alexander Lawrence Fishman from American Century Investments Private Client Group, Inc.
Jan 12, 2022 · Affiliated broker-dealer or bank to independent RIA
Michael Edward Mitchell from Spotlight Asset Group
Nov 19, 2021 · RIA to RIA
Antonio Allen Marquez from American Century Investments Private Client Group, Inc.
Nov 8, 2021 · Affiliated broker-dealer or bank to independent RIA
Brad Paul Tatar from Spotlight Asset Group
Aug 10, 2021 · RIA to RIA
Brandon Michael Kraus from American Century Investments Private Client Group, Inc.
Jul 7, 2021 · Affiliated broker-dealer or bank to independent RIA
Kyle Joseph Barclay from American Century Investments Private Client Group, Inc.
May 13, 2021 · Affiliated broker-dealer or bank to independent RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from Arbor Capital Management Inc
Apr 10, 2026 · Anchorage, Ak
2 joined from American Century Investments Private Client Group, Inc.
May 4, 2021 · Kansas City, Mo

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Joseph Kyle Barclay · Vice President-Wealth Advisorcontrol
since 04/2021 · owns 10% to 25%
Lawrence Alexander Fishman · Chief Operating Officercontrol
since 03/2021 · owns 10% to 25%
J Daniel Greulich · Chief Investment Officercontrol
since 01/2021 · owns 10% to 25%
Gideon Aaron Kirsch · Chief Client Advocacy Officercontrol
since 04/2021 · owns 10% to 25%
Michael Brandon Kraus · Vice President-Wealth Advisorcontrol
since 04/2021 · owns 5% to 10%
Michael Anthony Schmitt · President, Ceocontrol
since 03/2021 · owns 10% to 25%
Michael Matthew Giggey · Chief Compliance Officer
since 07/2023 · owns less than 5%

Related persons

Schedule D 7.A

Greenup Protection Solutions
real estatey

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Overland Park, Ks · principal	16	2	0

Offices

Schedule D 1.F, the 25 largest

Ann Arbor, MI1 employees
Calabasas, CA1 employees

What changed

consecutive filings, newest first

Accounts · 2,210 to 2,943
Oct 6, 2025 to Mar 26, 2026
Advisory employees · 15 to 18
Oct 6, 2025 to Mar 26, 2026
Corporate clients · 5.0 to unset
Oct 6, 2025 to Mar 26, 2026
HNW clients · 202 to 290
Oct 6, 2025 to Mar 26, 2026
Individual clients · 547 to 683
Oct 6, 2025 to Mar 26, 2026
Assets in custody · $34.4M to $76.0M
Oct 6, 2025 to Mar 26, 2026
Employees · 19 to 20
Oct 6, 2025 to Mar 26, 2026
State-registered IARs · 15 to 19
Oct 6, 2025 to Mar 26, 2026
Discretionary RAUM · $659M to $897M
Oct 6, 2025 to Mar 26, 2026
HNW RAUM · $437M to $628M
Oct 6, 2025 to Mar 26, 2026
Individual RAUM · $221M to $266M
Oct 6, 2025 to Mar 26, 2026
Non-discretionary RAUM · $2.5M to $3.3M
Oct 6, 2025 to Mar 26, 2026
Pension RAUM · unset to 3268460.0
Oct 6, 2025 to Mar 26, 2026
RAUM · $662M to $900M
Oct 6, 2025 to Mar 26, 2026
Financial planning clients · More than 500 to More than 500
Mar 29, 2025 to Jul 3, 2025
Accounts · 1,697 to 2,210
Jul 29, 2024 to Mar 29, 2025
Advisory employees · 14 to 15
Jul 29, 2024 to Mar 29, 2025
Charity clients · 2.0 to unset
Jul 29, 2024 to Mar 29, 2025
Corporate clients · 4 to 5
Jul 29, 2024 to Mar 29, 2025
HNW clients · 161 to 202
Jul 29, 2024 to Mar 29, 2025
Individual clients · 434 to 547
Jul 29, 2024 to Mar 29, 2025
Assets in custody · unset to 34377554.0
Jul 29, 2024 to Mar 29, 2025
Custody of client assets · false to true
Jul 29, 2024 to Mar 29, 2025
Employees · 15 to 19
Jul 29, 2024 to Mar 29, 2025
State-registered IARs · 14 to 15
Jul 29, 2024 to Mar 29, 2025
Discretionary RAUM · $509M to $659M
Jul 29, 2024 to Mar 29, 2025
HNW RAUM · $333M to $437M
Jul 29, 2024 to Mar 29, 2025
Individual RAUM · $172M to $221M
Jul 29, 2024 to Mar 29, 2025
Non-discretionary RAUM · $2.3M to $2.5M
Jul 29, 2024 to Mar 29, 2025
RAUM · $511M to $662M
Jul 29, 2024 to Mar 29, 2025
Related insurance company · false to true
Jul 29, 2024 to Mar 29, 2025
Accounts · 1,301 to 1,697
Sep 18, 2023 to Mar 29, 2024
Advisory employees · 11 to 14
Sep 18, 2023 to Mar 29, 2024
Corporate clients · unset to 4.0
Sep 18, 2023 to Mar 29, 2024
HNW clients · 115 to 161
Sep 18, 2023 to Mar 29, 2024
Individual clients · 302 to 434
Sep 18, 2023 to Mar 29, 2024
Employees · 12 to 15
Sep 18, 2023 to Mar 29, 2024
HQ city · ANN ARBOR to OVERLAND PARK
Sep 18, 2023 to Mar 29, 2024
HQ state · MI to KS
Sep 18, 2023 to Mar 29, 2024
State-registered IARs · 11 to 14
Sep 18, 2023 to Mar 29, 2024

Signals

13 dated events

2 advisors left Arbor Capital Management Inc (Anchorage, AK) for Greenup Street Wealth Management LLC within 11 days
Apr 10, 2026 · Team lift-out · derived
Greenup Street Wealth Management Llc reported RAUM $900.4M, up 36% from $661.7M (2025-10-06 to 2026-03-26)
Mar 26, 2026 · RAUM change · derived
Greenup Street Wealth Management Llc reported RAUM $661.7M, up 30% from $510.8M (2024-07-29 to 2025-03-29)
Mar 29, 2025 · RAUM change · derived
Greenup Street Wealth Management Llc reported RAUM $510.8M, up 42% from $359.4M (2023-09-18 to 2024-03-29)
Mar 29, 2024 · RAUM change · derived
I Patricia Crawford (Chief Compliance Officer) no longer on Schedule A of Greenup Street Wealth Management Llc (listed 2023-05-01, absent 2023-07-31)
Jul 31, 2023 · Control person left · inference
Michael Matthew Giggey (Chief Compliance Officer) appeared on Schedule A of Greenup Street Wealth Management Llc
Jul 31, 2023 · Control person joined · fact
I Patricia Crawford (Chief Compliance Officer) appeared on Schedule A of Greenup Street Wealth Management Llc
Mar 29, 2023 · Control person joined · fact
Greenup Street Wealth Management Llc reported RAUM $277.7M, up 102% from $137.4M (2022-01-03 to 2022-02-11)
Feb 11, 2022 · RAUM change · derived
Gideon Aaron Kirsch (Chief Client Advocacy Officer) appeared on Schedule A of Greenup Street Wealth Management Llc
Feb 11, 2022 · Control person joined · fact
Michael Brandon Kraus (Vice President-Wealth Advisor) appeared on Schedule A of Greenup Street Wealth Management Llc
Feb 11, 2022 · Control person joined · fact
Lawrence Alexander Fishman (Chief Operating Officer) appeared on Schedule A of Greenup Street Wealth Management Llc
Feb 11, 2022 · Control person joined · fact
Joseph Kyle Barclay (Vice President-Wealth Advisor) appeared on Schedule A of Greenup Street Wealth Management Llc
Feb 11, 2022 · Control person joined · fact
Greenup Street Wealth Management Llc filed its initial SEC registration (Form ADV)
Jul 14, 2021 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 734-219-4374reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 734-656-8121reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/thinkwealth-by-greenupreportedpublic record, Form ADV, Sep 17, 2026
Firm profile: linkedin.com/company/greenup-wealthreportedpublic record, Form ADV, Sep 17, 2026
Website: greenupwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 734-656-8121reportedpublic record, Form ADV, Apr 13, 2026
Contact form: greenupwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page: greenupwealth.com/teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $45.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026