RIA Intel›Advisers›Delaware›UPLIFT INVESTING, INC

UPLIFT INVESTING, INC

Advisory

DE

Data as of Feb 27, 2026 · Source: SEC Form ADV

Average account
$110K
across 50 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
23
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

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

GREENROCK ASSET MANAGEMENT LLC
$6M
MANOR ROAD CAPITAL PARTNERS, LLC
$6M
-38.5% 1Y
PROSPERITY PATH ADVISERS, LLC
$6M
ORCUS INVESTMENT ADVISORS, LLC
$6M
ENDURING INVESTMENTS LLC
$5M
DEER ISLE RESEARCH & MANAGEMENT, LLC
$6M

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