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| Upper Left Wealth Management LLC
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|---|---|
| CRD # | 288762 |
| SEC # | 801-123531 |
| CIK # | 0001911228 |
| AUM | 201.1 M (2026-01-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 917-768-3390 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911228 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 12.5 | ||
| iShares Bitcoin Trust | 5.4 | ||
| World Currency Gold Trust | 4.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 14.1 |
| (b) Individuals (high net worth individuals) | 52 | 141.8 |
| (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 | 29.4 |
| (h) Charitable organizations | 1 | 15.8 |
| (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 | 370 | 201.1 |
| By Discretionary | ||
| Discretionary | 363 | 173.0 |
| Non-Discretionary | 7 | 28.1 |
| Total | 370 | 201.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.1 | |
| Total | 370 | 201.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911228] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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Comprehensive Money Management Services LLC
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