Upper Left Wealth Management, LLC

Overview

Upper Left Wealth Management, LLC is an independent registered investment adviser that runs a fee-for-service model charged as a percentage of assets under management. The firm serves both high-net-worth individuals and families as well as institutional clients and provides financial planning plus discretionary and non-discretionary portfolio management for individuals, small businesses and institutions. Public funds and mutual funds are the primary vehicles used across client portfolios, but the firm supplements those exposures with third-party alternative managers across several niche strategies. Portfolio construction leans heavily toward pooled and exchange-traded vehicles rather than concentrated single-stock bets. The firm's 13-F activity shows a clear preference for ETF-based allocations, with a notable position in commodity exposure through the iShares Gold Trust. Upper Left does not act as a capital allocator in-house, instead directing assets to external fund managers for specialized alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices