UPSKILL WEALTH MANAGEMENT, LLC

CORTLAND, New York·2 registered advisors·CRD# 332762
SEC# 801-1310730315-882-1770
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UPSKILL WEALTH MANAGEMENT, LLC

2 registered advisors
Bret Alexander Hartman
CORTLAND, New York
Michael Rudolph Rosenthal
CORTLAND, New York
05

Office Locations

CORTLAND, New York
2 advisors

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Data sourced from SEC Form ADV filings. UPSKILL WEALTH MANAGEMENT, LLC (CRD# 332762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.