RIA Intel›Advisers›New Jersey›STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

Advisory

N·FAIRFIELD, NJ

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
0.0%
3-Year CAGR
+6.5%
Employees
6
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.3B
Non-Discretionary AUM$403M
Discretionary %75.7%
Total Clients315
Team
Total Employees6
Investment Advisers14
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record31
First FilingApr 22, 2008
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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