Data / Investment advisers / New Jersey / Strategic Family Wealth Counselors, L.L.C.
Strategic Family Wealth Counselors, L.L.C., Fairfield, NJ: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Strategic Family Wealth Counselors, L.L.C. is an SEC registered investment adviser with its main office in Fairfield, New Jersey and reports $1.7 billion in regulatory assets under management in its Form ADV filed October 9, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Strategic Family Wealth Counselors, L.L.C. (CRD number 128199): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 128199
- SEC file number
- 801-69126
- SEC status
- Approved, effective May 2, 2008
- Main office
- 100 Passaic Avenue, Fairfield, NJ 07004
- Phone
- (973) 575-3444
- Regulatory AUM
- $1,659,659,756 in the Form ADV filed October 9, 2026
- Discretionary AUM
- $1,257,034,695
- Non discretionary AUM
- $402,625,061
- Accounts
- 3,600
- Employees
- 14, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 150 | $1.33 billion |
| Individuals (other than high net worth individuals) | 150 | $250 million |
| Pension and profit sharing plans | 12 | $78.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.66 billion | March 27, 2026 |
| December 1, 2025 | $1.31 billion | March 17, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blackhill Capital, Inc | Morristown | $2.00 billion | Not listed | adviserinfo.sec.gov |
| Blueprint Capital Advisors LLC | Short Hills | $1.79 billion | 5 | adviserinfo.sec.gov |
| Princeton Equity Group | Princeton | $1.72 billion | 8 | adviserinfo.sec.gov |
| Seelaus Asset Management, LLC | Chatham | $1.70 billion | 4 | adviserinfo.sec.gov |
| Cra Financial Services, L.L.C. | Northfield | $1.69 billion | Not listed | adviserinfo.sec.gov |
| Personal Cfo Solutions LLC | Chester | $1.65 billion | Not listed | adviserinfo.sec.gov |
| Columbus Hill Capital Management, L.P. | Short Hills | $1.61 billion | 4 | adviserinfo.sec.gov |
| Prmim | Mount Laurel | $1.54 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Strategic Family Wealth Counselors, L.L.C. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.