Victoria B. Burress

GREENUP STREET WEALTH MANAGEMENT

Austin, TX

CRD#: 6857044

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Professional summary

Victoria Blake Burress, CFP®, who also goes by VIctoria Burress, is a registered financial advisor currently at GREENUP STREET WEALTH MANAGEMENT LLC located in Austin, Texas.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Victoria has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Victoria Burress

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Blake Burress's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

October 13, 2025 - Present

GREENUP STREET WEALTH MANAGEMENT LLC

RIA

CRD#: 311391

Austin, TX

Past

January 4, 2021 - July 30, 2025

AUSTIN ASSET

RIA

CRD#: 105441

AUSTIN, TX

Past

August 6, 2018 - December 22, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

La Jolla, CA

Past

June 1, 2018 - December 22, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

La Jolla, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREENUP STREET WEALTH MANAGEMENT LLC

GREENUP STREET WEALTH MANAGEMENT LLC | GREENUP WEALTH MANAGEMENT | GREENUP WEALTH

CRD#: 311391 / SEC#: 801-122080

RIA

Registered Investment Advisory firm - (8/27/2021 Approved)

California

Registered Investment Advisory firm - (10/2/2021 Terminated)

Kansas

Registered Investment Advisory firm - (9/2/2021 Terminated)

Michigan

Registered Investment Advisory firm - (9/2/2021 Terminated)

Missouri

Registered Investment Advisory firm - (9/2/2021 Terminated)

Ohio

Registered Investment Advisory firm - (9/2/2021 Terminated)

Texas

Registered Investment Advisory firm - (9/2/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(10/13/2025)

IAR

Texas
(10/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/6/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2018

General Securities Representative Examination

Current Firm

GREENUP STREET WEALTH MANAGEMENT LLC

GREENUP STREET WEALTH MANAGEMENT LLC | GREENUP WEALTH MANAGEMENT | GREENUP WEALTH

CRD#: 311391 / SEC#: 801-122080

RIA

Registered Investment Advisory firm - (8/27/2021 Approved)

California

Registered Investment Advisory firm - (10/2/2021 Terminated)

Kansas

Registered Investment Advisory firm - (9/2/2021 Terminated)

Michigan

Registered Investment Advisory firm - (9/2/2021 Terminated)

Missouri

Registered Investment Advisory firm - (9/2/2021 Terminated)

Ohio

Registered Investment Advisory firm - (9/2/2021 Terminated)

Texas

Registered Investment Advisory firm - (9/2/2021 Terminated)

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Contact information

Main Address

7300 W 110th Street Suite 700, Overland Park, KS 66210

Mailing Address

2723 S State Street Suite 117, Ann Arbor, MI 48104

Phone number

(734) 656-8121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- GREENUP STREET WEALTH MANAGEMENT LLC (7/3/2025)

Regulatory assets under management

Total Number of Accounts	2,210
AUM (Assets Under Management)	$ 661,705,072

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Victoria B. Burress

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Blake Burress's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENUP STREET WEALTH MANAGEMENT LLC

AUSTIN ASSET

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

GREENUP STREET WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2018

Current Firm

GREENUP STREET WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENUP STREET WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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