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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Upper Left Wealth Management LLC
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|---|---|
| CRD # | 288762 |
| SEC # | 801-123531 |
| CIK # | 0001911228 |
| AUM | $164.9 M (2025-02-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 917-768-3390 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 13.0 | ||
| iShares Bitcoin Trust | 6.0 | ||
| World Currency Gold Trust | 5.3 | ||
| Grayscale Bitcoin Trust BTC | 1.8 | ||
| SPDR Gold Trust | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 12.9 |
| (b) Individuals (high net worth individuals) | 50 | 108.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 29.8 |
| (h) Charitable organizations | 1 | 13.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 164.9 |
| By Discretionary | ||
| Discretionary | 279 | 132.8 |
| Non-Discretionary | 25 | 32.1 |
| Total | 304 | 164.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.9 | |
| Total | 304 | 164.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911228] |
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|---|---|---|
|
Southcol Advisors LLC
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FL | 0.2 |
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Garlikov Advisors Inc
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Perissos Private Wealth Management LLC
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0.2 | |
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IL | 0.2 |
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Gibson Wealth Advisors LLC
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|
0.2 | |
|
Wealthtrak Capital Management LLC
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VA | 0.2 |
|
Kastel Capital Advisors LLC
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MA | 0.2 |