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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STARKEY, TIMOTHY, HANCE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STARKEY, TIMOTHY, HANCE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STARKEY, TIMOTHY, HANCE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STARKEY, TIMOTHY, HANCE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| STEINFELD, EVAN, J | I | MANAGING MEMBER | C | Control |
| STEINFELD, EVAN, J | I | MANAGING MEMBER | C | Control |
| STEINFELD, EVAN, J | I | MANAGING MEMBER | C | Control |
| STEINFELD, EVAN, J | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (4)
NJ NY PA TX
Address
49 US HIGHWAY ROUTE 202SUITE 13A, OFFICE #8
FAR HILLS, NJ 07931
United States
Phone: (862) 412-8862