SEC Form ADV

UPPER LEFT WEALTH MANAGEMENT, LLC

Registered Investment Adviser
$201.1M
Assets Under Management
2
Employees
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Registration Details

Accession
crd-288762
Filing Date
July 7, 2026
AUM
$201.1M
Institutional Clients
7
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

UPPER LEFT WEALTH MANAGEMENT, LLC is a registered investment adviser, managing approximately $201.1M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.