Liftpoint Family Wealth Advisors, LLC

Overview

Liftpoint Family Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2025. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers for client allocations. Fee arrangements combine a percentage of assets under management with fixed fees. The firm does not identify as an active ESG investor. Its business model and service list — in particular the selection of other advisers — indicate a willingness to place client capital with outside managers rather than relying solely on in‑house product.

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Public Holdings

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Location & Offices