LIFTPOINT FAMILY WEALTH ADVISORS, LLC
Firm details
- Headquarters
- FAR HILLS, New Jersey
- CRD number
- 337973
- Registered since
- September 2, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.94%
- Other3.21%
- Individuals2.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Liftpoint Family Wealth Advisors, LLC is an independent, SEC-registered RIA that describes itself as a capital allocator serving both individual/family and institutional clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also selects third-party advisers for clients. Its fee model combines a percentage-of-AUM approach with fixed fees. Liftpoint does not market itself as an active ESG investor and is not designated as a multi-state adviser in the snapshot provided. The firm registered with the SEC in 2025 and is organized as an LLC with individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
2 of 2EVAN STEINFELD
Family Wealth AdvisorCRD 6905780
TIMOTHY STARKEY
Family Wealth AdvisorCRD 4535177
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$122M in ETFs
63%
$76.1M
26%
$45.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $17.3M | 26,413 | 14.16% |
Location
FAR HILLS, NJ
SOMERSET
Location
FAR HILLS, NJ
Headquartered in FAR HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SOMERSET
- Address
- 49 US Highway 202
- Time zone
- ET (UTC-5)
- Office locations
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