Upper Left Wealth Management, LLC

Upper Left Wealth Management, LLC (CRD# 288762) is a financial advisory firm headquartered in , . They manage $121,028,832 in 290 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.upperleftwealth.com
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $417,341
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Upper Left Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Randy Kurtz, financial advisor Chicago IL
Randy D. Kurtz
CRD#: 4579297
Chicago, IL

Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

 

Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.

 

A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to create portfolios to maximize the odds of success while minimizing excess risk taken.  

 

He has been profiled in Forbes, The New York Times and The Wall Street Journal. Barron’s ranked his firm as the Number 1 performing separate accounts manager in the United States in the third quarter of 2011. He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Also, Randy is a member of Mensa.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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