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Asset Lift Wealth Management, LLC CRD 142929
$8.07M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Cypress, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Lift Wealth Management, Llc | Houston | TX | 02/2007 | Present |
Independent insurance agent, non-investment related. Since June 2000, licensed to sell life insurance and fixed products not requiring a securities license for sales commissions. Approximately 15% of work week spent engaged in this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-11 |
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