RIA Intel›Advisers›Washington›UPLEFT, LLC

UPLEFT, LLC

Advisory

PORT ANGELES, WA

Data as of Apr 16, 2026 · Source: SEC Form ADV

Rank in WA

#479

of 505 advisers by AUM

Average account

$280K

across 194 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME, NY, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

53 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

FOCUS CAPITAL, LLC

$54M

MADRONA FUNDS, LLC

$54M

LAKE UNION CAPITAL MANAGEMENT, LLC

$54M

SIMPLE WEALTH LLC

LIBERTY LAKE, WA

$54M

HARBOUR POINTE FINANCIAL ADVISORS, LLC

$54M

CRAIG CAPITAL LLC

$54M

Get the full picture on UPLEFT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track UPLEFT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans