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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Upskill Wealth Management LLC
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|---|---|
| CRD # | 332762 |
| SEC # | 801-131073 |
| CIK # | |
| AUM | $1.8 M (2025-03-04) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 315-882-1770 |
| Address | 1 North Main Street Cortland, NY 13045 |
| Source | [IAPD] [Website] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1,829.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 14 | 1,829.2 |
| By Discretionary | ||
| Discretionary | 14 | 1,829.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 1,829.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,829.2 | |
| Total | 14 | 1,829.2 |
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|---|---|---|
|
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✚
|
CA | 0.0 |
|
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✚
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MA | 0.0 |
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TN | 0.0 |
|
UP Financial USA Inc
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0.0 | |
|
Stackwell Capital Advisers LLC
✚
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|
Advisifi LLC
✚
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FL | 0.0 |
|
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✚
|
0.0 | |
|
Revolut Wealth Inc
✚
|
NY | 0.0 |
|
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✚
|
0.0 | |
|
Wolverine Investment Advisors LLC
✚
|
GA | 0.0 |