UPLEFT ASSET MANAGEMENT

UPLEFT ASSET MANAGEMENT of PORT ANGELES, WA is an SEC-registered investment adviser (CRD 298637). Regulatory assets under management: $54.4M.

Registration

• CRD: 298637
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298637 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search