Uptick Partners, LLC

CRD 324250 · Nacogdoches, TX · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 324250
SEC number: 801-127235
Firm type: RIA
Assets under management: $1.1B as of Mar 24, 2026
Website: www.linkedin.com/company/olympus-wealth-strategies ↗
Phone: (936) 800-0800
Address: 777 East Austin, Nacogdoches, TX, 75965

Advisors at this firm

17 in our index · page 1 of 1

Jason Michael BarberCRD 5973780 · Nacogdoches, TX

IA RegisteredRegistration inactive
Steven Wayne BarberCRD 2265413 · Nacogdoches, TX

IA RegisteredRegistration inactive
Jared DavisCRD 8099760 · Cullman, AL

IA Registered
Jonathan DvorakCRD 4858064 · Cullman, AL

IA RegisteredRegistration inactive
Debra Lynn FloydCRD 4379645 · Nacogdoches, TX

IA Registered
Matthew Edwin FitzgeraldCRD 6656184 · Sedona, AZ

IA RegisteredRegistration inactive
Kyle Edwin HoganCRD 6152609 · Westwood, KS

IA RegisteredRegistration inactive

Disclosure event(s) on record
James Howell HenryCRD 5783348 · Summerville, GA

IA RegisteredRegistration inactive
Paul MeredithCRD 8231604 · Nacogdoches, TX

IA Registered
Emily Brynn MooreCRD 7210669 · Nacogdoches, TX

IA RegisteredRegistration inactive
Alex S NikulinCRD 5343744 · Portsmouth, NH

IA RegisteredRegistration inactive
Taylor PankratzCRD 6508529 · Nacogdoches, TX

IA RegisteredRegistration inactive
Zulma PettyCRD 6737719 · Spartanburg, SC

IA RegisteredRegistration inactive
John David SideryCRD 6516086 · Little Rock, AR

IA RegisteredRegistration inactive
Mitchell Lane SmithCRD 5978954 · Westwood, KS

IA Registered
Matthew Brian SilveyCRD 7624706 · Nacogdoches, TX

IA RegisteredRegistration inactive
Connor VisserCRD 6521329 · Montrose, CO

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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