Form D Explorer

Upward Financial Inc.

CIK 1963585 · Corporation · Inc. DELAWARE · SEATTLE, WA · Other Banking and Financial Services

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Filings

1

Total offered

$9.1M

Total sold

$9M

Activity

Nov 10, 2025
through Nov 10, 2025

Contact info

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Likely investment adviser (not guaranteed)

Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.

STEWARD FINANCIAL GROUP, LLC
medium CRD 801-68837
CAPITAL FINANCIAL GROUP, INC.
medium CRD 801-60148
FINANCIAL PARTNERS GROUP, LLC
medium CRD 801-77574
FINANCIAL GUARD, LLC
medium CRD 801-78197

Form D filings (1)

0001963585-25-000002
D · Nov 10, 2025 · Other Banking and Financial Services

Offering: $9,099,985

Sold: $9,032,162