UPSKILL WEALTH MANAGEMENT, LLC
CRD #332762 SEC #801-131073 CORTLAND, NY 315-882-1770
SEC Registered
Total AUM
$1.8M
Discretionary
$1.8M
Employees
2
Clients
0
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8M | $1.8M | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0