Upper Left Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$155,860,955
Clients
88
Advisors
2
of 2 employees
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
Expertise
Fee options
$0 - $1,000,000: 0.95% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.35% annually
Account minimum: $1,000,000 Fee-only: Fee only advisory services with no commissions or product sales compensation.
Main office
Tampa FL
Advisors at this office
2
Most active in
California · Colorado · Florida · Massachusetts · New Jersey · New York · Texas · Virginia
Also doing business as
Betavisor, LLC · Datadriven Advisor · Upper Left Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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