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- Custodian
- Altruist · Folio Investments
- Clients
- Retail
- Platforms
- Atlas vector
- Established Date
- 02-23-2007
- Office Locations
- 1
Office Locations
About Asset Lift Wealth Management, LLC
Asset Lift Wealth Management helps pre‑retirees and retirees plan for retirement with goal-based planning, Social Security maximization, and active investment management focused on managing risk. The firm also structures “income for life” solutions, advises on long-term care strategies, and coordinates legacy and tax considerations with estate planning. Its “Results in Advance” process stress-tests scenarios before changes, and meetings are delivered virtually for clients across borders.
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Owner & Executives
ELI BLESSING MITCHAM
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4412493
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,067,979 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,067,979 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,067,979
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $262,795,812 | 24.2% |
| Cash | $823,137,294 | 75.8% |
| Total | $1,085,933,106 | 100.0% |