Upper Left Wealth Management, LLC
Upper Left Wealth Management, LLC is a boutique, SEC-registered investment adviser headquartered in Tampa, Florida. With two employees, the firm offers personalized wealth management solutions focused on retirement planning, income replacement, risk mitigation, and tax minimization for individuals, especially those nearing or in retirement. The company was founded in 2018 and emphasizes a high-touch, detail-oriented service model for clients seeking comprehensive financial oversight.
Investment Strategy
Upper Left Wealth Management prioritizes financial stability and risk reduction over aggressive wealth accumulation. The firm specializes in conservative portfolio management with an emphasis on preserving clients' wealth rather than seeking outsized returns. Its strategies include Social Security benefit optimization, tax minimization, cash flow analysis, strategic withdrawals, and proactive portfolio oversight. The philosophy centers on providing peace of mind and eliminating clients’ financial uncertainty about sustaining their retirement lifestyle.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IAU | ISHARES GOLD TR | 9.26% | $14.7M | 202,668 | $36.06 | $72.77 | +$1.7M |
S SPLG | SPDR SERIES TRUST | 5.51% | $8.8M | 112,079 | $55.80 | $78.34 | +$1.0M |
B BCI | ABRDN ETFS | 4.08% | $6.5M | 301,849 | $20.49 | $21.54 | +$341.7K |
I IBIT | ISHARES BITCOIN TRUST ETF | 3.91% | $6.2M | 95,755 | $39.95 | $65.00 | +$319.0K |
B BNDX | VANGUARD CHARLOTTE FDS | 3.81% | $6.1M | 122,714 | $48.88 | $49.46 | +$198.6K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IBIT | ISHARES BITCOIN TRUST ETF | — | Call | $52.0K | 8 | $65.00 | $46.81 | 0 | +$3.0K |