Eli B. Mitcham

ASSET LIFT WEALTH MANAGEMENT

Cypress, TX

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CRD#: 4412493

Professional summary

Eli Blessing Mitcham is a registered financial advisor currently at ASSET LIFT WEALTH MANAGEMENT, LLC located in Cypress, Texas.

Eli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Eli has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eli Blessing Mitcham's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 24, 2022 - Present

ASSET LIFT WEALTH MANAGEMENT, LLC

RIA

CRD#: 142929

Cypress, TX

Past

February 23, 2007 - December 31, 2021

ASSET LIFT WEALTH MANAGEMENT, LLC

RIA

CRD#: 142929

CYPRESS, TX

Past

January 12, 2006 - May 21, 2007

USA WEALTH MANAGEMENT LLC

RIA

CRD#: 122082

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2006

Uniform Investment Adviser Law Examination

Current Firm

ASSET LIFT WEALTH MANAGEMENT, LLC

ASSET LIFT WEALTH MANAGEMENT, LLC | SUSTAIN WEALTH ADVISORS, LLC | SENIOR WEALTH PRESERVATION, LLC | FREE MARKET FINANCIAL, LLC

CRD#: 142929 / SEC#:

Texas

Registered Investment Advisory firm - (1/24/2022 Approved)

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Contact information

Main Address

Cypress, TX

Mailing Address

28610 Hwy 290 Suite F09-335, Cypress, TX 77433

Phone number

(281) 496-8000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 6,161,124

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Eli B. Mitcham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eli Blessing Mitcham's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET LIFT WEALTH MANAGEMENT, LLC

ASSET LIFT WEALTH MANAGEMENT, LLC

USA WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2006

Current Firm

ASSET LIFT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASSET LIFT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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