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- Custodian
- Ascensus · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-30-2017
- Office Locations
- 2
Office Locations
About Upper Left Wealth Management, LLC
Upper Left Wealth Management is an RIA serving clients nearing or in retirement, focused on preserving wealth and reducing portfolio risk. The firm provides retirement income planning, Social Security claiming guidance, cash-flow analysis, tax minimization, estate planning, and strategic withdrawals from retirement and brokerage accounts, alongside ongoing portfolio management and on-call advice. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RANDY DAVID KURTZ
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Managing Member
- CRD
- #4579297
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ANTHONY BOWSER WALL
Investment Advisor
- CRD
- #4639238
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,989,647 | $476,556 |
| Non-Discretionary | $28,125,580 | $4,017,940 |
| Total | $201,115,227 | $543,555 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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