Contact Us

Uptrex Wealth Advisors LLC world headquarters located at 4633 Old Ironsides Drive, Suite 436, Santa Clara, CA 95054. Phone: 650-397-9600. Email: hello@uptrex.com.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Uptrex Wealth Advisors LLC and Cambridge Investment Research, Inc., are not affiliated. 

The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, Uptrex Wealth Advisors LLC makes no representation as to the accuracy or completeness provided by these websites. Nor is the company liable for any direct or indirect technical or systems issues or any consequences that may arise out of of accessing or contacting any third party technologies, sites, information and programs made available through this site.

Please see Cambridge form CRS

Uptrex Wealth Advisors LLC does not offer tax or legal advice.