SourcingSourcing

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

C36
CRD 128199·SEC 801-69126·FAIRFIELD, NJ
AUM
$1.66B
$1B+
Est. Revenue
$16.6M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$39.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
CRD
128199
SEC file #
801-69126
EIN
223753759
DBA names
—

Economics

AUM
$1.66B
AUM band
$1B+
AUM trajectory
'20'26
$651.9M → $1.66B▲ +155%
Client mix
Individuals High Net Worth150
Individuals Other150
Pension Profit Sharing Plans12

Operations

Employees (total)
14
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
FAIRFIELD NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DWYER, MICHAEL, TIMOTHY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
DWYER, MICHAEL, TIMOTHY
MICHAEL T. DWYER, III 2021 FAMILY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:strategicfamily.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001729755
Edgar Registered
Yes
Edgar Filing Count
31
Edgar First Filing Date
2019-01-18
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001729755-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
100 PASSAIC AVENUEFAIRFIELD, NJ 07004
Business
100 PASSAIC AVENUEFAIRFIELD, NJ 07004
Edgar EIN
223753759
Edgar Recent Filings
13F-HR2026-05-11 · 0001729755-26-000002
13F-HR2026-02-04 · 0001729755-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1042316
Trust Company Affiliate
No

People (10)

10
DWYER, MICHAEL, TIMOTHY
IAR · Direct Owner · 87.5%
1042316
DWYER, MICHAEL, TIMOTHY
IAR · Executive Officer · 2.5%
6490720
JOSEPH LAWRENCE SLUCK
Executive Officer · 2.5%
2161084
DWYER, CHRISTINE, T
Executive Officer · 2.5%
5717557
HODES, SETH, PHILIP
IAR
6101880
TIMOTHY PETER BOULANGER
IAR
1793911
KAPLOWITZ, YOEL
IAR
6114542
Lauren Helen Dwyer
IAR
7824692
Bryan Sitzer
IAR
6900881
SIMCHA BUNIM GOLDBERG
IAR
6938414