This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Jackson National Life ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-13-2018
- Office Locations
- 2
Office Locations
About Upleft Asset Management
Upleft Asset Management is a wealth management firm focused on disciplined portfolio construction and tax management for retirees in distribution, high-tax investors, and highly compensated accumulators (e.g., entrepreneurs and executives). The firm emphasizes transparency in what clients own and why, and is built around client experience and security. Portfolios commonly use ETFs and other public funds, with taxable-account considerations such as municipals.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW SCOTT MILLER
Chief Compliance Officer, Principal, Wealth Advisor
- CRD
- #5085796
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Joshua Thomas Chicoine
--
- CRD
- #7744230
Robert Zajkowski
--
- CRD
- #8211139
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,382,732 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,382,732 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing