UPLIFT INVESTING, INC

UPLIFT INVESTING, INC is an SEC-registered investment adviser (CRD 291364). Regulatory assets under management: $5.5M.

Registration

• CRD: 291364
• Type: Registered investment adviser
• Phone: (800)9888912
• Latest filing: 2026-02-27
• Regulatory AUM: $5.5M
• Discretionary AUM: $5.5M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 291364 on SEC IAPD (source of record)
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