Investment adviser · CRD 337973
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
Investment adviser filing (IA)
FAR HILLS, NJ, United States · Form ADV filed Feb 6, 2026
- Regulatory AUM
- $188M Form ADV · Item 5.F
- Client accounts
- 273 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 45 | $176,345,434 | 93.9% |
| Other clients | 2 | $6,023,189 | 3.2% |
| Individuals | 16 | $5,353,160 | 2.9% |
| Corporations & businesses | 1 | $264 | 0.0% |
Filing source
Form ADV 2047717 · Feb 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
49 US HIGHWAY ROUTE 202, SUITE 13A, OFFICE #8FAR HILLS, NJ, 07931, United States
CRD 337973
Filing source
Form ADV 2047717 · Feb 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.