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LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD 337973 · SEC 801-134279
49 US HIGHWAY ROUTE 202, SUITE 13A, OFFICE #8, FAR HILLS, NJ, 07931, United States
Phone
(862) 412-8862
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.7M
Discretionary AUM
$187.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $5.4M |
| High net worth individuals | 45 | $176.3M |
| Corporations/business entities | 1 | $264 |
States served
NJ, NY, PA, TX
Official SEC filing: View on IAPD