# UPLEFT ASSET MANAGEMENT

UPLEFT ASSET MANAGEMENT of PORT ANGELES, WA is an SEC-registered investment adviser.

## Registration

- CRD: 298637
- Type: SEC-registered investment adviser
- Location: 228 WEST FIRST STREET, PORT ANGELES, WA, 98362
- Phone: (360) 850-9713
- Latest filing: 2026-04-16
- Regulatory AUM: $54.4M
- Discretionary AUM: $54.4M
- Clients: 3
- Accounts: 194

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298637/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298637/similar
- Related entities: https://search.stillhousedata.com/firm/298637/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298637

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.