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- Custodian
- Altruist · Folio Investments
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $298.8K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ELI BLESSING MITCHAM
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4412493
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,067,979 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,067,979 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Asset Lift Wealth Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.