FAR HILLS, NJCRD 337973Latest ADV February 6, 2026
Liftpoint Family Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Far Hills, NJ. Its latest Form ADV filing, dated February 6, 2026, reports $188M in regulatory assets under management, 2 employees, 1 office, and 273 accounts.
Assets Under Management
$188M
Employees
2
Offices
1 office
Total Clients
64
Primary office
FAR HILLS, NJ
49 US HIGHWAY ROUTE 202, SUITE 13A, OFFICE #8, FAR HILLS, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.3% of total clients.
Top client categories% of clientsClients
1
HNWI
70.3%
45
2
Individuals
25.0%
16
3
Irrevocable Trusts/Estates
3.1%
2
4
Corporations
1.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$188Mas of February 6, 2026
Discretionary100.0%
$188M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$188M
Total Accounts273
10Y AUM Change+$188M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.