UPSKILL WEALTH MANAGEMENT, LLC
Investment Advice|CORTLAND, NY|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 332762 |
| SEC Number | 801-131073 |
| Street Address | 1 NORTH MAIN STREET |
| Street Address 2 | SUITE 301 |
| Location | CORTLAND, NY 13045 |
| Country | United States |
| Phone | 315-882-1770 |
| Fax | 315-295-2526 |
| Total Employees | 2 |
Client Count by Type (8 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 8 |
Community Partners
CITY OF CORTLAND
COUNTY OF CORTLAND
TOWN OF CINCINNATUS
TOWN OF CORTLANDVILLE
TOWN OF CUYLER
TOWN OF FREETOWN
TOWN OF HARFORD
TOWN OF HOMER
TOWN OF LAPEER
TOWN OF MARATHON
TOWN OF PREBLE
TOWN OF SCOTT
TOWN OF SOLON
TOWN OF TAYLOR
TOWN OF TRUXTON
TOWN OF VIRGIL
TOWN OF WILLET
VILLAGE OF HOMER
VILLAGE OF MCGRAW
CITY OF CORTLAND
COUNTY OF CORTLAND
TOWN OF CINCINNATUS
TOWN OF CORTLANDVILLE
TOWN OF CUYLER
TOWN OF FREETOWN
TOWN OF HARFORD
TOWN OF HOMER
TOWN OF LAPEER
TOWN OF MARATHON
TOWN OF PREBLE
TOWN OF SCOTT
TOWN OF SOLON
TOWN OF TAYLOR
TOWN OF TRUXTON
TOWN OF VIRGIL
TOWN OF WILLET
VILLAGE OF HOMER
VILLAGE OF MCGRAW
CITY OF CORTLAND
COUNTY OF CORTLAND
TOWN OF CINCINNATUS
TOWN OF CORTLANDVILLE
TOWN OF CUYLER
TOWN OF FREETOWN
TOWN OF HARFORD
TOWN OF HOMER
TOWN OF LAPEER
TOWN OF MARATHON
TOWN OF PREBLE
TOWN OF SCOTT
TOWN OF SOLON
TOWN OF TAYLOR
TOWN OF TRUXTON
TOWN OF VIRGIL
TOWN OF WILLET
VILLAGE OF HOMER
VILLAGE OF MCGRAW
Municipal Government
19 Active
19
Organizations
CINCINNATUS FIRE DISTRICT
CORTLANDVILLE FIRE DISTRICT
CUYLER FIRE DISTRICT
HARFORD FIRE DISTRICT
HOMER FIRE DISTRICT
MARATHON FIRE DISTRICT
PREBLE FIRE DISTRICT
TRUXTON FIRE DISTRICT
VIRGIL FIRE DISTRICT
WILLET FIRE DISTRICT
CINCINNATUS FIRE DISTRICT
CORTLANDVILLE FIRE DISTRICT
CUYLER FIRE DISTRICT
HARFORD FIRE DISTRICT
HOMER FIRE DISTRICT
MARATHON FIRE DISTRICT
PREBLE FIRE DISTRICT
TRUXTON FIRE DISTRICT
VIRGIL FIRE DISTRICT
WILLET FIRE DISTRICT
CINCINNATUS FIRE DISTRICT
CORTLANDVILLE FIRE DISTRICT
CUYLER FIRE DISTRICT
HARFORD FIRE DISTRICT
HOMER FIRE DISTRICT
MARATHON FIRE DISTRICT
PREBLE FIRE DISTRICT
TRUXTON FIRE DISTRICT
VIRGIL FIRE DISTRICT
WILLET FIRE DISTRICT
Special District
10 Active
10
Organizations
CINCINNATUS CENTRAL SCH
CORTLAND CITY SCH DIST
HOMER CENTRAL SCH DIST
MCGRAW CENTRAL SCHOOL DISTRICT
MC GRAW CTL SCH DIST
CINCINNATUS CENTRAL SCH
CORTLAND CITY SCH DIST
HOMER CENTRAL SCH DIST
MCGRAW CENTRAL SCHOOL DISTRICT
MC GRAW CTL SCH DIST
CINCINNATUS CENTRAL SCH
CORTLAND CITY SCH DIST
HOMER CENTRAL SCH DIST
MCGRAW CENTRAL SCHOOL DISTRICT
MC GRAW CTL SCH DIST
School District
5 Active
5
Organizations
1890 HOUSE MUSEUM AND CENTER FOR THE VICTORIAN ART
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
7-VALLEY STREET RODS
ACCESS TO INDEPENDENCE
AFRICA READS INC
ALPHA PHI OMEGA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
1890 HOUSE MUSEUM AND CENTER FOR THE VICTORIAN ART
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
7-VALLEY STREET RODS
ACCESS TO INDEPENDENCE
AFRICA READS INC
ALPHA PHI OMEGA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
1890 HOUSE MUSEUM AND CENTER FOR THE VICTORIAN ART
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
7-VALLEY STREET RODS
ACCESS TO INDEPENDENCE
AFRICA READS INC
ALPHA PHI OMEGA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization
277 Active
277
Organizations
Community Partners84 organizations
TOWN OF CINCINNATUS
Municipal Government·CINCINNATUS
TOWN OF CORTLANDVILLE
Municipal Government·CORTLAND
TOWN OF CUYLER
Municipal Government·TRUXTON
TOWN OF FREETOWN
Municipal Government·MARATHON
TOWN OF HARFORD
Municipal Government·HARFORD
TOWN OF HOMER
Municipal Government·HOMER
TOWN OF LAPEER
Municipal Government·MARATHON
TOWN OF MARATHON
Municipal Government·MARATHON
TOWN OF SOLON
Municipal Government·EAST FREETOWN
TOWN OF TAYLOR
Municipal Government·CINCINNATUS
TOWN OF VIRGIL
Municipal Government·CORTLAND
TOWN OF WILLET
Municipal Government·WILLET
VILLAGE OF MCGRAW
Municipal Government·MC GRAW
CINCINNATUS FIRE DISTRICT
Special District·CINCINNATUS
CORTLANDVILLE FIRE DISTRICT
Special District·CORTLAND
CUYLER FIRE DISTRICT
Special District·TRUXTON
HARFORD FIRE DISTRICT
Special District·HARFORD
HOMER FIRE DISTRICT
Special District·CORTLAND
MARATHON FIRE DISTRICT
Special District·MARATHON
PREBLE FIRE DISTRICT
Special District·PREBLE
TRUXTON FIRE DISTRICT
Special District·TRUXTON
VIRGIL FIRE DISTRICT
Special District·CORTLAND
WILLET FIRE DISTRICT
Special District·WILLET
1890 HOUSE MUSEUM AND CENTER FOR THE VICTORIAN ART
Nonprofit Organization·Cortland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cortland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cortland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cortland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cortland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cortland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cortland
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cortland
7-VALLEY STREET RODS
Nonprofit Organization·Homer
ACCESS TO INDEPENDENCE
Nonprofit Organization·CORTLAND
AFRICA READS INC
Nonprofit Organization·Cortland
ALPHA PHI OMEGA
Nonprofit Organization·CORTLAND
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Cortland
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Cortland
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Homer
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Homer
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·McGraw
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Cincinnatus
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·McGraw
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Homer
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·McGraw
AMERICAN LEGION
Nonprofit Organization·Cincinnatus
AMERICAN LEGION
Nonprofit Organization·MCGRAW
AMERICAN LEGION #489
Nonprofit Organization·CORTLAND
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Cortland
AMERICAN LEGION AUXILIARY UNIT OF
Nonprofit Organization·HOMER
AMERICAN VOLKSSPORT ASSOCIATION INC
Nonprofit Organization·Cortland
ANCIENT ARABIC ORDER OF THE NOBLES OF THE MYSTIC SHRINE OF NA
Nonprofit Organization·CORTLAND
ANIMAL AID OF CORTLAND INC
Nonprofit Organization·Cortland
ASC FAMILY FUND INC
Nonprofit Organization·Cortland
AUTOMOTIVE LIFT INSTITUTE
Nonprofit Organization·CORTLAND
AUXILIARY SERVICES CORPORATION OF
Nonprofit Organization·CORTLAND
Billy Bimba Global Ministries Inc
Nonprofit Organization·Cortland
BLET DIVISION 521 C/O JEFF FAHERTY
Nonprofit Organization·CORTLAND
BLUE KNIGHTS MOTORCYCLE CLUB
Nonprofit Organization·CORTLAND
BPOE # 2506
Nonprofit Organization·Homer
BROCKWAY FOUNDATION FOR THE NEEDY OF
Nonprofit Organization·HOMER
BROCKWAY TRUCK PRESERVATION ASSOCIATION
Nonprofit Organization·CORTLAND
BROTHERHOOD OF THE JUNGLE COCK INC
Nonprofit Organization·Homer
BURNS MCCAULIFFE POST 465 INC
Nonprofit Organization·HOMER
CENTER FOR THE ARTS OF HOMER INC
Nonprofit Organization·HOMER
CENTRAL NEW YORK ACTION SPORTS INC
Nonprofit Organization·CORTLAND
CENTRAL NEW YORK AREA HEALTH EDUCATION C
Nonprofit Organization·CORTLAND
Central New York Spay Neuter Assistance Program
Nonprofit Organization·CORTLAND
CENTRAL REGION DENTAL HYGIENISTS ASSOCIATION INC
Nonprofit Organization·McGraw
CHABAD AT CORTLAND, INC
Nonprofit Organization·CORTLAND
CHEFS COOKS AND BAKERS ASSOCIATION OF CENTRAL NEW YORK INC
Nonprofit Organization·Homer
CHRISTMAS TREE FARMERS ASSOCIATION OF NY INC
Nonprofit Organization·MC GRAW
CINCINNATUS AREA HERITAGE SOCIETY
Nonprofit Organization·Cincinnatus
CINCINNATUS BUSINESS ASSOCIATION INC
Nonprofit Organization·Cincinnatus