ASSET LIFT WEALTH MANAGEMENT, LLC

ASSET LIFT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 142929). Regulatory assets under management: $8.1M.

Registration

• CRD: 142929
• Type: Registered investment adviser
• Phone: 281-496-8000
• Latest filing: 2026-03-31
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142929 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search