UPWELLING CAPITAL GROUP LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Peak AUM | $156.8MMar 2023 |
| AUM CAGR | +24.0% /yrover 12 yrs · 14 filings |
Contact & Location
Address
2820 5TH ST.
DAVIS CA 95618
Phone
530-758-7888
Filing History
14 ADV Part 1 submissions
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered Rep