Randy David Kurtz
Managing Member And Chief Compliance OfficerUpper Left Wealth Management, LLCCRD 4579297
About Randy David Kurtz
Randy David Kurtz is listed as Managing Member And Chief Compliance Officer at Upper Left Wealth Management, LLC. Form ADV reports a beneficial ownership band of Over 75%. Randy David Kurtz is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Upper Left Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Randy David Kurtz work?
Randy David Kurtz is listed as Managing Member And Chief Compliance Officer at Upper Left Wealth Management, LLC on SEC Form ADV.
How much of Upper Left Wealth Management, LLC does Randy David Kurtz own?
Form ADV reports a beneficial ownership band of Over 75%.
Upper Left Wealth Management, LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |
Datadriven Advisor, LLC
| Title | Ceo; Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |