LIFTPOINT FAMILY WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$188M
Discretionary
$188M
100% of AUM
Avg account
$688K
Accounts
273
Employees
2
Advisory reps
2

Firm details

Headquarters
FAR HILLS, New Jersey
CRD number
337973
Registered since
September 2, 2025
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, SEC-registered RIA that describes itself as a capital allocator serving both individual/family and institutional clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also selects third-party advisers for clients. Its fee model combines a percentage-of-AUM approach with fixed fees. Liftpoint does not market itself as an active ESG investor and is not designated as a multi-state adviser in the snapshot provided. The firm registered with the SEC in 2025 and is organized as an LLC with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • EVAN STEINFELD

    Family Wealth AdvisorCRD 6905780

  • TIMOTHY STARKEY

    Family Wealth AdvisorCRD 4535177

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$122M in ETFs

Passive

63%

$76.1M

Active

26%

$45.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$17.3M26,41314.16%

Location

Primary office

FAR HILLS, NJ

SOMERSET

Location

FAR HILLS, NJ

Headquartered in FAR HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SOMERSET
Address
49 US Highway 202
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth