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LIFT ASSET MANAGEMENT

ENGLEWOOD, CO · CRD 332481 · IAPD ↗ · liftassetmanagent.com · 720-667-1593

$25.2MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
May 2025 — LIFT ASSET MANAGEMENT (ENGLEWOOD, CO) left the SEC roster — its 120-day provisional registration did not convert (was $25.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
January 2025 — LIFT ASSET MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
September 2024 — LIFT ASSET MANAGEMENT (ENGLEWOOD, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.