Asset Lift Wealth Management, LLC

Overview

Asset Lift Wealth Management, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company and focused on serving individuals and families. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selects other advisers on clients’ behalf. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Asset Lift does not position itself as an ESG-focused manager, and it does not advertise multi-state advisory registration or pension consulting services. Investment activity centers on public equities, with a clear preference for exchange-traded exposure. The firm manages client portfolios on a discretionary basis and uses third-party custodial platforms to hold client assets. Given its service mix and size, Asset Lift appears geared toward customized planning and direct portfolio management for a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices