Bret Alexander Hartman is listed as Managing Member at Upskill Wealth Management, LLC in Cortland, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Upskill Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Bret Alexander Hartman work?
Bret Alexander Hartman is listed as Managing Member at Upskill Wealth Management, LLC on SEC Form ADV.
How much of Upskill Wealth Management, LLC does Bret Alexander Hartman own?
Form ADV reports a beneficial ownership band of Over 75%.