Anthony
Wall
Upper Left Wealth Management, LLC
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About this Advisor
Anthony Wall is a financial advisor operating out of Tampa, Florida who has 1 year of industry experience. Wall currently works for Upper Left Wealth Management, LLC. Throughout their career, Wall has worked at None, Consultant, Praetorian Guard and Upper Left Wealth Management, LLC. Wall maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Virginia. Upper Left Wealth Management, LLC is a registered investment firm operating in Tampa, Florida. The company has just two financial advisors. It handles $102 million in assets across its 360 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 360 customer accounts, 51% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the type of financial services provided. Fee types charged by Upper Left Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Upper Left Wealth Management, LLC Brokerage Details
$102,023,938
2
360
$283,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Anthony Wall Work History
Anthony has been registered as a financial advisor for 1 years.*
Upper Left Wealth Management, LLC
Praetorian Guard
None
Consultant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Wall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Upper Left Wealth Management, LLC
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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