# Liftpoint Family Wealth Advisors, LLC

> Liftpoint Family Wealth Advisors, LLC is an SEC-registered investment advisory firm in Far Hills, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 337973
- Filed as: LIFTPOINT FAMILY WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Far Hills, NJ
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337973
- AdvisorCensus page: https://advisorcensus.com/firm/liftpoint-family-wealth-advisors-llc-far-hills-nj-337973

## Quick answers

**How is Liftpoint Family Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Liftpoint Family Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Liftpoint Family Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Flat fee: $3,000 to $25,000 (financial planning and consulting services under a stand-alone engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Liftpoint Family Wealth Advisors, LLC located?**
Liftpoint Family Wealth Advisors, LLC's principal office is in Far Hills, NJ, according to its Form ADV.

**Is Liftpoint Family Wealth Advisors, LLC registered with the SEC or a state?**
Liftpoint Family Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337973.

**How much does Liftpoint Family Wealth Advisors, LLC manage?**
Liftpoint Family Wealth Advisors, LLC reports $187,722,047 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Liftpoint Family Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (16); other (2).

**Which custodians does Liftpoint Family Wealth Advisors, LLC use?**
Liftpoint Family Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Liftpoint Family Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337973

**What changed in Liftpoint Family Wealth Advisors, LLC's recent Form ADV filings?**
In the January 2026 filing data: Regulatory assets under management went from $0 to $186,000,000.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Flat fee: $3,000 to $25,000 (financial planning and consulting services under a stand-alone engagement)

> LiftPoint charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but range from $3,000 to $25,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $187,722,047
- Discretionary: $187,722,047
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $5,353,160 |
| High net worth individuals | 45 | $176,345,434 |
| Corporations or other businesses not listed above | 1 | $264 |
| Other | 2 | $6,023,189 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### January 2026
- Regulatory assets under management went from $0 to $186,000,000.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liftpoint Family Wealth Advisors, LLC (CRD 337973): Form ADV filing data as of October 2026.