UPLEFT ASSET MANAGEMENT
Firm details
- Headquarters
- PORT ANGELES, Washington
- CRD number
- 298637
- Website
- www.upleftfinancial.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.1%
- Individuals17.06%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Upleft Asset Management is an independent, owner‑operated LLC that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not self‑identify as an active ESG investor and is not listed as a multi‑state adviser in the provided data.
Assets & Accounts
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
- Public Funds/Mutual Funds41%
- Exchange Traded Equities37%
- State & Local Bonds15%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Contacts
3 of 3Joshua Chicoine
AssociateCRD 7744230
Robert Zajkowski
Associate Financial AdvisorCRD 8211139
MATTHEW MILLER
PRINCIPAL & WEALTH ADVISORCRD 5085796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORT ANGELES, WA
CLALLAM
Location
PORT ANGELES, WA
Headquartered in PORT ANGELES, WA, in the West of the United States.
- Region
- West
- County
- CLALLAM
- Address
- 228 W 1st St
- Time zone
- PT (UTC-8)
- Office locations
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