Anthony Bowser Wall
Investment adviser representative at Upper Left Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$201.1MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Upper Left Wealth Management, LLCOct 2022 to now
- Praetorian GuardAug 2015 to Sep 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
Upper Left Wealth Management, LLC
$201.1MAssets managed
95Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4639238
- Firm CRD
- 288762