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Randy David Kurtz

Managing Member And Chief Compliance OfficerUpper Left Wealth Management, LLCCRD 4579297

About Randy David Kurtz

Randy David Kurtz is listed as Managing Member And Chief Compliance Officer at Upper Left Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%. Randy David Kurtz is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Upper Left Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Randy David Kurtz work?

Randy David Kurtz is listed as Managing Member And Chief Compliance Officer at Upper Left Wealth Management, LLC on SEC Form ADV.

How much of Upper Left Wealth Management, LLC does Randy David Kurtz own?

Form ADV reports a beneficial ownership band of Over 75%.

Upper Left Wealth Management, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2017
View Upper Left Wealth Management, LLC →

Datadriven Advisor, LLC

TitleCeo; Cco
OwnershipOver 75%
Control personYes
Since2019
View Datadriven Advisor, LLC →