Asset Lift Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 142929
- Website
- assetlift.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.51%
- Individuals34.49%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Asset Lift Wealth Management, LLC is an independent, Texas-registered investment advisor organized as an LLC and owned by an individual principal. The firm concentrates on advising individuals and families, providing financial planning, portfolio management for individuals and small businesses, and selecting other advisers as part of client solutions. It operates as a capital allocator, directing client capital to third-party managers where appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents31%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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