Upwealthfinances

1234 North Luke Lane, Atlanta, Georgia 30341 30002 Georgia United States
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About Upwealthfinances

UpWealth Finances Ltd. is registered as an investment adviser under the Investment Advisers Act of 1940 and uses Apex Clearing Corporation as a broker/dealer for UpWealth Finances investment accounts. Our investors' accounts are held with our custodial broker, American Shareowner, and are protected within specified limits in the event of its insolvency by the Securities Investor Protection Corporation (SIPC), which provides funds to meet claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims.

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Stock broker
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