Asset Lift Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Asset Lift Wealth Management serves individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and discretionary investment management. The firm operates as a solo, fee‑based registered investment adviser and reports managing approximately $10.24 million across roughly 37 accounts, with an initial exploratory consultation provided at no charge.
The firm’s investment approach centers on risk‑calibrated, globally diversified portfolios that are actively managed to seek positive returns in both rising and falling markets, using long positions in up markets and inverse or cash positions as hedges in down markets. Portfolios are built primarily from exchange‑listed securities (ETFs, mutual funds, and individual stocks), employ predetermined exit strategies, and are monitored daily — practices that can result in higher turnover and potential tax consequences in non‑qualified accounts.
Noteworthy features include the firm’s exclusive use of a single independent custodian platform and its integration with that platform’s automated tax‑management tools and bundled services; the firm discloses absorbing the cost of those tax tools and is monitoring a pending acquisition of the custodian’s parent company. The brochure also discloses that the firm’s principal maintains an active insurance practice (reported to occupy about 20% of professional time) and that the firm has expressed unique refund provisions for some planning engagements, with these arrangements and potential conflicts addressed in its disclosures.
Client services
Expertise
Fee options
$0 - $500,000: 1.15% annually $500,001 - $1,500,000: 1.00% annually $1,500,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.65% annually
Insurance products sold by the principal insurance agent may pay commissions separately
Up to $250 per hour for financial planning services
Optional monthly subscription fee via Altruist One Program for selected clients (fee details per Altruist terms)
Account minimum: $100,000 Minimum fee: Minimum account size generally $100,000, exceptions possible Fee-only: Financial planning services billed hourly at rates up to $250/hour, fees range from $250 to $10,000 depending on complexity
Main office
Cypress TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Asset Lift Wealth Management, LLC · Free Market Financial, LLC · Senior Wealth Preservation, LLC · Sustain Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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