Liftpoint Family Wealth Advisors, LLC

RIASEC RegisteredEst. 2025

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 and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts. Core services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for corporate or institutional clients, and manager selection—Liftpoint positions itself as a capital allocator that outsources certain strategies to third‑party advisers. Compensation comes through a mix of asset‑based fees and fixed fees. The firm does not identify as an active ESG investor.