UPPER LEFT WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$201,115,227
Discretionary
$172,989,647
Non-discretionary
$28,125,580
Firm details
- CRD number
- 288762
- SEC file number
- 801-123531
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.