Upleft Asset Management

Overview

Upleft Asset Management is an independent, owner-operated LLC that serves individual and family clients. The firm positions itself as a fee-based adviser and capital allocator, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. The firm does not identify as an ESG investor. Upleft reports state registrations in Maine, New York and Washington. As an adviser that allocates to external managers, it combines in-house portfolio management with the use of outside fund managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices