Wealthup.io 4+

Invest in your happiness‪.‬

Personal Adviser Inc

Designed for iPhone

    • 5.0 • 3 Ratings
    • Free

iPhone Screenshots

Description

Wealthup is an investment app designed to help you achieve your financial goals.

INVESTING PLANS:
Our three plans make it easy and affordable to build wealth.

ESSENTIAL WORKER | $10/month*
Includes: Investing, personalization and AI powered portfolio management.

INDIVIDUAL | $20/month
Includes: Investing, personalization and AI powered portfolio management.

FAMILY | $50/month
Includes: Investing, personalization and AI powered portfolio management for upto 4 accounts.

Disclosures:

Personal Adviser DBA(‘Wealthup’)Inc. is registered as an investment adviser with the Securities and Exchange Commission (“SEC”).
Wealthup is a digital financial services company offering financial products for U.S. based consumers. Wealthup’s investment advisory services are available only to residents of the United States in jurisdictions where Wealthup is registered. In order to open a Wealthup account, you must be at least 18 years of age. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. The content on this website does not constitute a complete description of Wealthup’s investment advisory services.
Important Disclosures: Investing involves risk, including loss of principal. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. Please consider, among other important factors, your investment objectives, risk tolerance and Wealthup pricing before investing. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. All charts, figures, and graphs are for illustrative purposes only and do not represent an actual client experience. By using this website, you accept our Terms of Use and Privacy Policy. You should review the Form CRS for Wealthup which is designed to clarify the standard of conduct applicable to investment advisers and help you better understand the services offered.
The Monthly Wrap Fee starts at $20.00 and you’ll also bear expenses reflected in the pricing of the third party ETFs in your account . Before investing, please see the Wealthup Wrap Fee Brochure and applicable Drive Wealth LLC Custodial fees.
* Qualifying professions for Essential Worker Plan: Teachers, Doctors, Nurses, EMT, Firefighters, Military, Students, Police, Uber/Lyft Drivers.
Wealthup uses Drivewealth LLC as broker/dealer for Wealthup investment accounts. Advisory products and services are offered through FINRA BrokerCheck reports for Drivewealth LLC are available at: FINRA, Drivewealth LLC provides clearing and execution services and serves as qualified custodian for advisory assets of Wealthup Clients. Products offered by Personal Adviser Inc are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.
For additional important risks, disclosures and information, please visit Legal

What’s New

Version 1.3

Added Monthly statements feature

Ratings and Reviews

5.0 out of 5
3 Ratings

3 Ratings

Sheerine P. ,

Easy

This app is way easier than other platforms like Robinhood. I have lost a lot of money in the past trying to trade by myself but i am not an expert. This app is easier and I have been seeing good results so far. Would recommend!

Cathy SF ,

Love Investing with this App!!!❤️

Super easy to use !😀

App Privacy

The developer, Personal Adviser Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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