Updated:
Liftoff Financial Planning
LIFTOFF FINANCIAL PLANNING is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1...
Liftoff Financial Planning
LIFTOFF FINANCIAL PLANNING is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who is the founder or principal of Liftoff Financial Planning?
No named founder or principal is publicly disclosed. The firm's leadership is not identified on its website or in public records.
What services does Liftoff Financial Planning provide?
Liftoff Financial Planning operates as a registered investment advisor offering financial planning services. Specific service lines beyond general advisory are not detailed publicly.
Is Liftoff Financial Planning a family office?
While the firm is registered as an RIA, there is no public evidence it operates as a family office. It is not linked to a specific family's wealth management structure.
What is the AUM of Liftoff Financial Planning?
The firm's AUM is not publicly disclosed. No estimate is available from public sources or Altss research.
Does Liftoff Financial Planning invest in direct deals or fund commitments?
The firm's investment approach — direct deals, fund-of-funds, or otherwise — is not documented in public records. No known deal participation has been reported.
Where is Liftoff Financial Planning headquartered?
The firm's headquarters location is not publicly listed. No city or country is confirmed in accessible sources.
What sectors does Liftoff Financial Planning focus on?
No sector focus is publicly stated. The firm does not disclose a preferred investment sector or thematic strategy.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: