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STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

FAIRFIELD, NJ · CRD 128199 · IAPD ↗ · 973-575-3444

$1.66BRegulatory AUM
6Advisory reps
14Employees
0Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. reported RAUM up 27% ($1.31B -> $1.66B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2024 — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.