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LIFTPOINT FAMILY WEALTH ADVISORS, LLC

FAR HILLS, NJ · CRD 337973 · IAPD ↗ · (862) 412-8862

$187.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — LIFTPOINT FAMILY WEALTH ADVISORS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
January 2026 — LIFTPOINT FAMILY WEALTH ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
December 2025 — LIFTPOINT FAMILY WEALTH ADVISORS, LLC (FAR HILLS, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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