Upleft Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth individuals, trusts, estates and charitable organizations. The firm delivers ongoing portfolio supervision and written planning or consultations, and may implement accounts directly or through independent managers on the SEI Private Trust Company platform.
Portfolios are typically built from low‑cost, diversified mutual funds and ETFs, though the adviser may use individual stocks and bonds when appropriate, and follows a primarily long‑term approach while permitting shorter‑term trades for rebalancing or client cash needs. Research combines fundamental and technical analysis, and the firm emphasizes continuous personal contact to align allocations with each client’s goals and risk tolerance.
Upleft is a relatively small advisory team—four advisors managing about $54.4 million for roughly 53 clients—which results in a higher average account size than many peers and is supported by two CFP professionals on staff. The firm maintains an institutional relationship with SEI Private Trust Company (disclosing receipt of platform‑related economic benefits), may deploy independent managers through that platform, and discloses specific controls for money movement (including a standing letter of authorization noted in its disclosures).
Client services
Expertise
Fee options
Fixed fees for financial planning services up to $6,000
$0 - $1,000,000: 0.96% $1,000,001 - $2,000,000: 0.88% $2,000,001 - $5,000,000: 0.76% $5,000,001+: 0.50%
Up to $250 per hour for financial planning services
Fee-only: Financial planning services offered hourly up to $250/hour or fixed fees up to $6,000
Main office
See office228 West First Street, Suite P
Port Angeles WA 98362
Advisors at this office
3
Offices (2)
Most active in
Maine · New York · Washington
Also doing business as
Upleft Asset Management · Upleft, 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
Quick links
Advisors at this firm
Timothy M
CFP®, Series 65
Port Angeles, WA
Upleft Asset Management
Timothy Martin is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Upleft Asset Management since 2026 and previously served five years at Hallett Advisors. Martin also served in the U.S. Marine Corps both on active duty and in the reserves. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes long-term portfolio strategies using low-cost mutual funds and ETFs, complemented by fundamental and technical research and regular client communication.
Joshua C
Series 65
Niskayuna, NY
Upleft Asset Management
Joshua Chicoine is a Series 65-licensed advisor at Upleft Asset Management with one year of industry experience. His background includes work with the Schenectady Police Department and previous roles at Upleft. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, with an emphasis on personalized service and portfolio alignment with client goals.
Matthew M
CFP®, Series 65, Series 66
Port Angeles, WA
Upleft Asset Management
Matthew Miller is a CFP® professional with 17 years of experience in financial advisory roles. He has worked at Upleft Asset Management since 2018, following prior positions at Hallett & Associates, SEI Investments Management Corp, Wells Fargo Clearing, and A. G. Edwards & Sons. Upleft Asset Management provides discretionary investment management and financial planning services primarily for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, research-driven approach using diversified mutual funds, ETFs, and selective individual securities, with a focus on ongoing client communication.
Robert Z
Series 65
Port Angeles, WA
Upleft Asset Management
Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation and beginning his advisory career in 2026. His prior experience includes roles at Research Innovations and the Defense Intelligence Agency. He also has a teaching position at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supported by ongoing portfolio supervision and personalized client contact.
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