SourcingSourcing

LIFTPOINT FAMILY WEALTH ADVISORS, LLC

C47
CRD 337973·SEC 801-134279·FAR HILLS, NJ
AUM
$187.7M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$563K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
CRD
337973
SEC file #
801-134279
EIN
393442906
DBA names
—

Economics

AUM
$187.7M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth45
Individuals Other16
Other2
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
FAR HILLS NJ
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STARKEY, TIMOTHY, HANCE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STARKEY, TIMOTHY, HANCE
STEINFELD, EVAN, J
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110810
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0002110810-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5783
Soi Zip Pct 200k Plus
0.4036
Soi Zip Returns 200k Plus
670
Soi Zip Total AGI
1,261,785
Fdic Zip Total Deposits
1,574,260,000
Fdic Zip Branch Count
35
Fdic Zip Top Banks
Peapack-Gladstone Bank
Team Capital Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
49 ROUTE 202, BLDG A, #8PO BOX 342FAR HILLS, NJ 07931
Business
49 ROUTE 202, BLDG A, #8PO BOX 342FAR HILLS, NJ 07931
Edgar EIN
393442906
Edgar Recent Filings
13F-HR2026-04-29 · 0002110810-26-000002
13F-HR2026-02-13 · 0002110810-26-000001
Fdic Zip Branches Raw
Peapack-Gladstone BankFar Hills, NJ
Peapack-Gladstone BankFar Hills, NJ
Fdic Zip HHI
9138.04
Fdic Zip Top Bank Share Pct
95.54
Fdic Zip Year
2022
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,191
Returns310
Stub 2
AGI6,742
Returns180
Stub 3
AGI7,611
Returns120
Soi Zip Total Business Income
34,843
Soi Zip Total Cap Gains
213,583
Soi Zip Total Dividends
75,942
Soi Zip Total Returns
1,660
Top Owner CRD
4535177
Trust Company Affiliate
No

People (2)

2
STARKEY, TIMOTHY, HANCE
IAR · Direct Owner · 62.5%
4535177
STEINFELD, EVAN, J
IAR · Direct Owner · 37.5%
6905780