Be advised. This firm is no longer registered.

Upland Financial Management, LLC

Upland Financial Management, LLC (CRD# 281471) is a financial advisory firm headquartered in Williams Bay, WI. They manage $19,995,987 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $434,695
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Upland Financial Management, LLC
No Advisor Found.
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