Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ
Regulatory AUM$1.7B#31 of 135 family offices
Accounts3,60076% discretionary
High-net-worth clients150Form ADV Item 5.D
Private funds advised—
Registration
- Legal name
- Strategic Family Wealth Counselors, L.L.C.
- SEC file number
- 801-69126
- CRD number
- 128199
- Latest Form ADV
- March 27, 2026
Full Form ADV on the SEC’s Investment Adviser Public Disclosure site
Investments and performance
Family offices don’t publicly report holdings or returns. Form ADV discloses assets under management, client counts, and the private funds an adviser manages; that is what’s shown above.
About this data
Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Data from the SEC’s registered investment adviser roster published September 1, 2026. Source.