Uptick Partners, LLC

Updated today

Connect with this firm

Total assets under management

$688,095,249

Total clients

713

38% high-net worth

Total advisors

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

102

Average account size

$965,070

Client services

Financial planning Portfolio management Selection of other advisers

Disclosures

Main office location

Uptick Partners, LLC

777 East Austin

Nacogdoches TX 75965, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Instagram Website (936) 800-0800

Advisors at this firm

Debra F

Series 65

Nacogdoches, TX

Uptick Partners, LLC

Jared D

Series 65

Nacogdoches, TX

Uptick Partners, LLC

Kyle H

CFP®, Series 63, Series 66

Westwood, KS

Uptick Partners, LLC

John S

CFP®, Series 63, Series 66

Little Rock, AR

Uptick Partners, LLC

James H

CFP®, Series 63, Series 66

Summerville, GA

Uptick Partners, LLC

Jonathan D

CFP®, Series 66

Nacogdoches, TX

Uptick Partners, LLC

Matthew F

CFP®, Series 66

Nacogdoches, TX

Uptick Partners, LLC

Mitchell S

CFP®

Westwood, KS

Uptick Partners, LLC

Steven B

CFP®, Series 63

Nacogdoches, TX

Uptick Partners, LLC

Jason B

CFP®, Series 66

Nacogdoches, TX

Uptick Partners, LLC

Emily M

Series 63, Series 65

Nacogdoches, TX

Uptick Partners, LLC

Matthew S

Series 66

Nacogdoches, TX

Uptick Partners, LLC

Taylor P

CFP®, Series 66

Nacogdoches, TX

Uptick Partners, LLC

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.