UPSKILL WEALTH MANAGEMENT, LLC of CORTLAND, NY is an SEC-registered investment adviser (CRD 332762). Regulatory assets under management: $1.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Michael Rudolph Rosenthal | CCO | — |
| Bret Alexander Hartman | MANAGING MEMBER | — |
| ROSENTHAL MICHAEL RUDOLPH | MANAGING MEMBER / CCO | — |
| HARTMAN BRET ALEXANDER | MANAGING MEMBER | — |