UPPER LEFT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 288762). Regulatory assets under management: $201.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Kurtz David | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| Randy David Kurtz | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |