LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD #337973 SEC #801-134279 FAR HILLS, NJ (862) 412-8862
SEC Registered
Total AUM
$186M
Discretionary
$186M
Employees
2
Clients
0
Accounts
267
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $186M | $186M | $0 | 2 | 0 |
| Sep 2025 | $0 | $0 | $0 | 2 | 0 |
| Sep 2025 | $0 | $0 | $0 | 2 | 0 |
| Aug 2025 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees2
Clients0
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0