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Upper Left Wealth Management, LLC

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Client assets under management

$155,860,955

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Clients

88

59% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

44

Typical

Average account size

$1,771,147

About

Upper Left Wealth Management serves individual and high‑net‑worth investors with discretionary portfolio management and comprehensive financial planning, and it also provides non‑discretionary consulting and implementation services for small employer 401(k) plans. The firm acts as a fiduciary, implements accounts primarily through ETFs held at a qualified custodian, and provides ongoing supervision and periodic reviews.

The firm’s investment approach emphasizes low‑cost, tax‑efficient passive and index strategies grounded in Modern Portfolio Theory, allocating client assets among three model portfolios (Conservative, Core — described as a tangency portfolio — and Aggressive). Portfolio management includes daily monitoring, periodic rebalancing, and tax‑loss harvesting while generally adhering to a long‑term buy‑and‑hold discipline.

A distinctive feature disclosed in the brochure is an affiliation with an entity that develops automated financial planning tools (including a product sold as Moneypacer) and licenses presentations, model portfolios, and applications to other advisors, a relationship that is uncommon among similar supported firms. The firm combines that technology/business affiliation with a compact advisory team managing approximately $201 million in assets and a deliberately limited product set of three model portfolios, a configuration that differs from larger, multi‑strategy firms.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Passive / index investing Retirement income strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $1,000,000: 0.95% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.35% annually

Other

Account minimum: $1,000,000 Fee-only: Fee only advisory services with no commissions or product sales compensation.

Main office location

Upper Left Wealth Management, LLC

Tampa FL, United States

Number of offices

2

Most active in

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California · Colorado · Florida · Massachusetts · New Jersey · New York · Texas · Virginia

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 917-768-3390

Advisors at this firm

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Anthony W

Series 65

Tampa, FL

Upper Left Wealth Management, LLC

Anthony Wall is a financial advisor at Upper Left Wealth Management, LLC in Tampa, FL, holding a Series 65 designation with 10 years of industry experience. He previously worked at Praetorian Guard from 2015 to 2022 before joining his current firm. Upper Left Wealth Management serves individual and high-net-worth investors with discretionary portfolio management and comprehensive financial planning, as well as non-discretionary consulting for small employer 401(k) plans. The firm emphasizes low-cost, tax-efficient passive and index strategies using three model portfolios, combining technology-driven tools with a focused advisory team.

Tax-loss harvesting Passive / index investing Retirement income strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
user avatar

Randy K

CFP®, Series 63, Series 65

Tampa, FL

Upper Left Wealth Management, LLC

Randy Kurtz is a CFP® with 17 years of industry experience, currently serving at Upper Left Wealth Management, LLC in Tampa, FL. His prior roles include positions at BetaFrontier, LLC, Supernova Wealth Management, LLC, and Betavisor, LLC. He is also involved with DataDriven Advisor, LLC, which operates Moneypacer, an online financial planning service. Upper Left Wealth Management serves individual and high-net-worth investors with discretionary portfolio management and comprehensive financial planning, focusing on low-cost, tax-efficient passive and index strategies across three model portfolios. The firm integrates technology through an affiliation that develops automated financial planning tools and manages approximately $201 million in assets with a small advisory team.

Tax-loss harvesting Passive / index investing Retirement income strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)
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