LiftPoint Family Wealth Advisors LLC

All 13F Filings

Location
Far Hills, NJ
CIK
0002110810
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000211081026000002 Q1 2026 56 120,777,755 13F-HR 4/29/2026 LiftPoint Family Wealth Advisors LLC