Liftpoint Family Wealth Advisors, LLC
● SEC registered since 2025CRD 337973SEC# 801-134279Far Hills, NJ
Reg. AUM
$187.7M
Employees
2
Accounts
273
Location
Far Hills, NJ
Liftpoint Family Wealth Advisors, LLC assets under management
Liftpoint Family Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Far Hills, NJ. The firm has been registered since 2025. It reports $187.7 million in regulatory assets under management and employs 2 people.
Liftpoint Family Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan J Steinfeld Control | Managing Member | 25-50% | 2025 |
| Timothy Hance Starkey Control | Managing Member And Chief Compliance Officer | 50-75% | 2025 |
Frequently asked questions
How much does Liftpoint Family Wealth Advisors, LLC manage?
Liftpoint Family Wealth Advisors, LLC reports $187.7 million in regulatory assets under management on its Form ADV.
How many employees does Liftpoint Family Wealth Advisors, LLC have?
Liftpoint Family Wealth Advisors, LLC reports 2 employees.
Where is Liftpoint Family Wealth Advisors, LLC located?
Liftpoint Family Wealth Advisors, LLC is based in Far Hills, NJ and has been SEC-registered since 2025.
Does Liftpoint Family Wealth Advisors, LLC disclose fund performance?
Liftpoint Family Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 49 US Highway Route 202, Suite 13a, Office #8, Far Hills, NJ 07931 |
| Phone | (862) 412-8862 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$187.7M▲ 1%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$187.7Mregulatory AUM
Discretionary $187.7M