Strategic Family Wealth Counselors, L.L.C.
● SEC registered since 2008CRD 128199SEC# 801-69126Fairfield, NJ
Reg. AUM
$1.66B
Employees
14
Accounts
3,600
Location
Fairfield, NJ
Strategic Family Wealth Counselors, L.L.C. assets under management
Strategic Family Wealth Counselors, L.L.C. is a registered investment adviser overseen by the SEC based in Fairfield, NJ. The firm has been registered since 2008. It reports $1.7 billion in regulatory assets under management and employs 14 people.
Strategic Family Wealth Counselors, L.L.C. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine T Dwyer | Trustee Of Michael T. Dwyer, Iii 2021 Family Trust | Under 5% | 2021 |
| Joseph Lawrence Sluck Control | Chief Compliance Officer | Under 5% | 2021 |
| Michael T. Dwyer, III 2021 Family Trust | Member | Over 75% | 2022 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Strategic Family Wealth Counselors, L.L.C. manage?
Strategic Family Wealth Counselors, L.L.C. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Strategic Family Wealth Counselors, L.L.C. have?
Strategic Family Wealth Counselors, L.L.C. reports 14 employees.
Where is Strategic Family Wealth Counselors, L.L.C. located?
Strategic Family Wealth Counselors, L.L.C. is based in Fairfield, NJ and has been SEC-registered since 2008.
Does Strategic Family Wealth Counselors, L.L.C. disclose fund performance?
Strategic Family Wealth Counselors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Passaic Avenue, Fairfield, NJ 07004 |
| Phone | 973-575-3444 |
| Fax | 973-575-5590 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1729755 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.66B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.66Bregulatory AUM
Discretionary $1.26BNon-discretionary $402.6M