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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSENTHAL, MICHAEL, RUDOLPH | I | CCO | NA | Control |
| HARTMAN, BRET, ALEXANDER | I | MANAGING MEMBER | E | Control |
| HARTMAN, BRET, ALEXANDER | I | MANAGING MEMBER | D | Control |
| ROSENTHAL, MICHAEL, RUDOLPH | I | MANAGING MEMBER / CCO | D | Control |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (2)
NY TX
Address
1 NORTH MAIN STREETSUITE 301
CORTLAND, NY 13045
United States
Phone: 315-882-1770