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RIA / WealthAdvisorCertified Financial Planner23 years in industry

RANDY DAVID KURTZ

Advisor at UPPER LEFT WEALTH MANAGEMENT, LLC

Tampa, FL | TAMPA, FL

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Search this name across graphsid dfx:ria:83b345c2-851e-6922-b66a-50f8e673cd5e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UPPER LEFT WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 1, 2002
First registration: Feb 25, 2009
Dual registered: no
IAPD individual key: 4579297

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Moneypacer	State registered	Nov 5, 2025	n/a	yes	Tampa, FL	Current employment
UPPER LEFT WEALTH MANAGEMENT, LLC	Independent wealth	Jul 13, 2022	n/a	yes	TAMPA, FL	Current employment
Moneypacer	State registered	Sep 4, 2019	Aug 30, 2022	no	TAMPA, FL	Previous registration
SUPERNOVA ASSET STRATEGIES	n/a	Sep 2, 2015	May 23, 2017	no	CHICAGO, IL	Previous registration
Betafrontier	n/a	Feb 25, 2009	Jun 19, 2017	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Moneypacer	UPPER LEFT WEALTH MANAGEMENT, LLC	Aug 30, 2022	Jul 13, 2022	-48	Firm change after gap	Other
Betafrontier	SUPERNOVA ASSET STRATEGIES	Jun 19, 2017	Sep 2, 2015	-656	Firm change after gap	Other
SUPERNOVA ASSET STRATEGIES	Moneypacer	May 23, 2017	Sep 4, 2019	834	Firm change after gap	Other

Relationships

Registered with (4)

→ MONEYPACERRegistered adviserregistration: previous registration
Sep 4, 2019 to Aug 30, 2022factForm ADV
→ UPPER LEFT WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 13, 2022 to presentfactForm ADV
→ BETAFRONTIERRegistered adviserregistration: previous registration
Feb 25, 2009 to Jun 19, 2017factForm ADV
→ SUPERNOVA ASSET STRATEGIESRegistered adviserregistration: previous registration
Sep 2, 2015 to May 23, 2017factForm ADV

Dated events

Occurred
Aug 30, 2022
Advisor changed firm
Randy David Kurtz left Moneypacer for Upper Left Wealth Management, Llc (registered 2022-07-13)
Form ADVobserved 5 days ago