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Managing Member, CCO · Next UP Wealth Advisors, LLC

Amanda M. Wray

CRD 6957678 · Named on Form ADV at one SEC-registered adviser

At a glance

Next UP Wealth Advisors, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $100 million in regulatory assets, lists Amanda M. Wray on its Form ADV as Managing Member, CCO, a control person.

Firms and roles

AtlasMembers

Amanda’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amanda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.