Upper Left Wealth Management, LLC
Upper Left Wealth Management, LLC (CRD# 288762) is a financial advisory firm headquartered in , . They manage $121,028,832 in 290 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management121MILLION
Total Number of Accounts290ACCOUNTS
Average Account Value$417,341
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, NJ, NY, TX, VA
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to create portfolios to maximize the odds of success while minimizing excess risk taken.
He has been profiled in Forbes, The New York Times and The Wall Street Journal. Barron’s ranked his firm as the Number 1 performing separate accounts manager in the United States in the third quarter of 2011. He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Also, Randy is a member of Mensa.