# UPPER LEFT WEALTH MANAGEMENT, LLC

UPPER LEFT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 288762
- Type: SEC-registered investment adviser
- SEC file number: 801-123531
- Phone: 917-768-3390
- Latest filing: 2026-07-07
- Regulatory AUM: $201.1M
- Discretionary AUM: $173.0M
- Non-discretionary AUM: $28.1M
- Clients: 2
- Accounts: 370

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kurtz David | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| Randy David Kurtz | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288762/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288762/similar
- Related entities: https://search.stillhousedata.com/firm/288762/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288762

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.