Upper Left Wealth Management, LLC
Upper Left Wealth Management, LLC is an SEC-registered wealth manager with $201.1M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Upper Left Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288762, SEC 801-123531, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $201.1M (2026-01-14)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 95
- CRD
- 288762
- Ownership
- KURTZ, RANDY, DAVID
How much AUM does Upper Left Wealth Management, LLC have?
Upper Left Wealth Management, LLC reported $201.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns Upper Left Wealth Management, LLC?
Disclosed owners and executives of Upper Left Wealth Management, LLC include KURTZ, RANDY, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.