# Asset Lift Wealth Management, LLC

> Asset Lift Wealth Management, LLC is a state-registered investment advisory firm in Cypress, TX, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 142929
- Filed as: ASSET LIFT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cypress, TX
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142929
- AdvisorCensus page: https://advisorcensus.com/firm/asset-lift-wealth-management-llc-cypress-tx-142929

## Quick answers

**How is Asset Lift Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Lift Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Asset Lift Wealth Management, LLC located?**
Asset Lift Wealth Management, LLC's principal office is in Cypress, TX, according to its Form ADV.

**Is Asset Lift Wealth Management, LLC registered with the SEC or a state?**
Asset Lift Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 142929.

**How much does Asset Lift Wealth Management, LLC manage?**
Asset Lift Wealth Management, LLC reports $10,244,528 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Asset Lift Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (8).

**Does Asset Lift Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142929

**What changed in Asset Lift Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $8,067,979 to $10,244,528 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,244,528
- Discretionary: $10,244,528
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $3,533,795 |
| High net worth individuals | 8 | $6,710,733 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assetlift.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $8,067,979 to $10,244,528 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Lift Wealth Management, LLC (CRD 142929): Form ADV filing data as of October 2026.