Liftpoint Family Wealth Advisors, LLC

RIASEC Registered

Total AUM

$188M

Discretionary

$188M

100% of AUM

Avg account

$688K

Accounts

273

Employees

Advisory reps

Firm details

Headquarters: Far Hills, New Jersey
CRD number: 337973
Registered since: September 2, 2025
Website: www.liftpointwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI93.94%
Other3.21%
Individuals2.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Liftpoint Family Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that identifies itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registration year 2025) and operates under an owner-type classified as individual. Its fee model combines percentage-of-AUM billing with fixed fees. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. The firm is not identified as an active ESG investor.