LP Profile

Upper Left Wealth Management

Also known as upper left wealth

Wealth ManagerTampa, United StatesFounded 2017
Tampa
Headquarters
Investment Focus

About Upper Left Wealth Management

Upper Left Wealth Management is a wealth manager based in Tampa, US. Founded in 2017.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Upper Left Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$201.1M
Total Clients
370
Filing Date
January 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Upper Left Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Upper Left Wealth Management?

Upper Left Wealth Management is a wealth manager based in Tampa, United States.

Where is Upper Left Wealth Management headquartered?

Upper Left Wealth Management is headquartered in Tampa, United States.

When was Upper Left Wealth Management founded?

Upper Left Wealth Management was founded in 2017.

How can I contact Upper Left Wealth Management?

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