UPWELLING CAPITAL GROUP LLC

2820 5th St.
Davis, California 95618
Tel: 530-758-7888

About UPWELLING CAPITAL GROUP LLC

UPWELLING CAPITAL GROUP LLC, formally registered with the SEC as UPWELLING CAPITAL GROUP LLC. The firm was established in 05/12/2023. They have over 1 offices throughout the country.

UPWELLING CAPITAL GROUP LLC is a Davis, California based Financial Planning firm with nearly $115,174,062 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164653
SEC#	801-127905
Assets Managed by Firm	$115,174,062
No. of Clients	4
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (LIQUIDATION MANAGEMENT FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$115,174,062
Corporations or other businesses	Fewer than 5 clients	$100,000,000

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