Liftpoint Family Wealth Advisors, LLC
Liftpoint Family Wealth Advisors, LLC is an SEC-registered wealth manager in Far Hills, NJ with $187.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Liftpoint Family Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337973, SEC 801-134279, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $187.7M (2026-02-06)
- Firm type
- Wealth Manager
- Location
- Far Hills, NJ
- Employees
- 2
- Clients
- 64
- CRD
- 337973
- Ownership
- STEINFELD, EVAN, J; STARKEY, TIMOTHY, HANCE
How much AUM does Liftpoint Family Wealth Advisors, LLC have?
Liftpoint Family Wealth Advisors, LLC reported $187.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Liftpoint Family Wealth Advisors, LLC?
Disclosed owners and executives of Liftpoint Family Wealth Advisors, LLC include STEINFELD, EVAN, J, STARKEY, TIMOTHY, HANCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.