# UPSKILL WEALTH MANAGEMENT, LLC

UPSKILL WEALTH MANAGEMENT, LLC of CORTLAND, NY is an SEC-registered investment adviser.

## Registration

- CRD: 332762
- Type: SEC-registered investment adviser
- SEC file number: 801-131073
- Location: 1 NORTH MAIN STREET, SUITE 301, CORTLAND, NY, 13045
- Phone: 315-882-1770
- Latest filing: 2025-03-04
- Regulatory AUM: $1.8M
- Discretionary AUM: $1.8M
- Clients: 2
- Accounts: 14

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Rudolph Rosenthal | CCO | — |
| Bret Alexander Hartman | MANAGING MEMBER | — |
| ROSENTHAL MICHAEL RUDOLPH | MANAGING MEMBER / CCO | — |
| HARTMAN BRET ALEXANDER | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332762/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332762/similar
- Related entities: https://search.stillhousedata.com/firm/332762/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332762

---

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.