L
CRD: 337973
Liftpoint Family Wealth Advisors, LLC
$187.7M Total AUM
$187.7M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-02-2025
- Office Locations
- 2
Office Locations
49 US Highway Route 202 Suite 13A, Office #8 FAR Hills NJ
-- Venetia PA
About Liftpoint Family Wealth Advisors, LLC
LiftPoint Family Wealth Advisors, LLC is a Far Hills, NJ-based RIA serving retail and institutional clients with financial planning and portfolio management across public funds, ETFs, fixed income, and alternative investments. The firm primarily custodies with Fidelity/NFS and is led by managing members Timothy Hance Starkey (CCO) and Evan J. Steinfeld. Established in 2025 with offices in NJ and PA.
Team overview
-- AVG AGE
$93.9M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Unlock to compare peer behavior around ridge ridge.
See the complete signal summary connected to momentum delta.
Full visibility includes strategy notes for harbor glacier peak.
See the complete signal summary connected to zenith eagle.
Request access to benchmark trends tied to meridian.
Premium access reveals conviction themes in catalyst optima bridge.
See the complete signal summary connected to atlas.
Open the full profile to inspect shifts in radial wave.
Asset Classes
Foundation Ridge Radial momentum Signal Signal
Investment Themes
Oak atlas
Investment Vehicles
Frontier beacon
Services
Quantum vital North Capital meridian Eagle vector Crest Prime North Beacon signal Vital eagle
Owner & Executives
TIMOTHY HANCE STARKEY
Chief Compliance Officer, Managing Member
- CRD
- #4535177
- Ownership
- 50% but less than 75%
(651) 576-2330
vertex.timber@peakcapital.com
in linkedin.com/in/value-ember
EVAN J STEINFELD
Managing Member
- CRD
- #6905780
- Ownership
- 25% but less than 50%
(388) 251-7151
delta.vital@primecapital.com
in linkedin.com/in/north-momentum
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,722,047 | $687,627 |
| Non-Discretionary | $0 | -- |
| Total | $187,722,047 | $687,627 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $187,722,047
Public Funds:
41.8% Other:
14.1% Equity - Exchange:
44.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,494,057,582 | 41.8% |
| Other | $503,976,361 | 14.1% |
| Equity - Exchange | $1,576,266,493 | 44.1% |
| Total | $3,574,300,436 | 100.0% |