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UPLEFT ASSET MANAGEMENT
UPLEFT, LLC
CRD 298637
228 WEST FIRST STREET, SUITE P, PORT ANGELES, WA, 98362, United States
Phone
(360) 850-9713
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$54.4M
Discretionary AUM
$54.4M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $9.3M |
| High net worth individuals | 18 | $44.6M |
All web addresses on file
Official SEC filing: View on IAPD