LIFTPOINT FAMILY WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$187,722,047
Discretionary
$187,722,047
Non-discretionary
$0
Firm details
- CRD number
- 337973
- SEC file number
- 801-134279
- Main office
- FAR HILLS, NJ, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.