| Name | Title | Ownership | Since |
|---|---|---|---|
| Randy David Kurtz Control | Managing Member And Chief Compliance Officer | Over 75% | 2017 |
Upper Left Wealth Management, LLC reports $164.9 million in regulatory assets under management on its Form ADV.
Upper Left Wealth Management, LLC reports 2 employees.
Upper Left Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 917-768-3390 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $132.8M |
| Non-discretionary | $32.1M |
| Total (RAUM) | $164.9M |