|
⚲
|
| Keyboard |
| Liftpoint Family Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 337973 |
| SEC # | 801-134279 |
| CIK # | 0002110810 |
| AUM | 187.7 M (2026-02-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 862-412-8862 |
| Address | 49 US Highway Route 202 Far Hills, NJ 07931 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.8 | ||
| Nvidia Corp | 1.1 | ||
| Lilly Eli & Co | 1.0 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Microsoft Corp | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 5.4 |
| (b) Individuals (high net worth individuals) | 45 | 176.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 2 | 6.0 |
| Total | 273 | 187.7 |
| By Discretionary | ||
| Discretionary | 273 | 187.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 273 | 187.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.7 | |
| Total | 273 | 187.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110810] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cross State Financial Group LLC
✚
|
NM | 188.3 M |
|
Barnes Dennig Private Wealth Management LLC
✚
|
OH | 188.2 M |
|
The Westchester Group LLC
✚
|
187.9 M | |
|
Redstone Wealth Management LLC
✚
|
OK | 187.7 M |
|
Colman Knight Advisory Group LLC
✚
|
MA | 187.7 M |
|
SFG Wealth Advisors LLC
✚
|
FL | 187.7 M |
|
Finarc Investments Inc
✚
|
MA | 187.6 M |
|
CFC Planning Company LLC
✚
|
IN | 187.3 M |
|
Ward & Associates
✚
|
CA | 187.2 M |
|
ERISA Advisers Inc
✚
|
TN | 187.1 M |