Wealth manager, independent · Fairfield, NJ
Strategic Family Wealth Counselors, L.L.C.
SEC-registered investment adviser · CRD 128199 · SEC 801-69126
At a glance
Strategic Family Wealth Counselors, L.L.C. is an SEC-registered investment adviser based in Fairfield, New Jersey, with $1.7B in regulatory assets under management as of its Form ADV filed March 27, 2026. It reports 300 individual clients, 150 of them high-net-worth, holding an average of about $5.3 million each, and 14 employees. That ranks it 653rd among the nation’s 5,657 independent wealth management RIAs and 19th of 157 in New Jersey. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 973-575-3444strategicfamilywealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among independent wealth managers
- #653 of 5,657
- Rank among all SEC RIAs
- #4,031 of 17,210
- Rank in New Jersey
- #19 of 157
- Individual clients
- 300
- High-net-worth clients
- 150
- Accounts
- 3,600
- Discretionary
- 76% of AUM
- Employees
- 14
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Michael T. DwyerManaging Member
- Joseph L. SluckChief Compliance Officer
- Christine T DwyerTrustee of Michael T. Dwyer, III 2021 Family Trust
- Michael T. DwyerTrustee of Michael T. Dwyer, III 2021 Family Trust
Custody and brokerage
Broker-dealer
No broker-dealer ties
Strategic Family Wealth Counselors, L.L.C. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 150 | $1.3B | 80% |
| Individuals | 150 | $250M | 15% |
| Pension and profit sharing plans | 12 | $79M | 5% |
Disciplinary disclosures
Strategic Family Wealth Counselors, L.L.C. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗strategicfamilywealth.com ↗
AtlasMembers
The full record on Strategic Family Wealth Counselors, L.L.C.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,339 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New Jersey
All of New Jersey →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Condor Capital Wealth ManagementMartinsville | $2.2B | 869 |
| Roundview Capital, LLCPrinceton | $2.1B | 544 |
| CRA Financial Services, L.L.C.Northfield | $1.7B | 1,299 |
| Personal CFO Solutions LLCChester | $1.6B | 624 |
| Revolve Wealth Partners, LLCHackensack | $1.4B | 674 |
| Premier Path Wealth Partners, LLCMadison | $1.2B | 454 |
Background
Questions
How much does Strategic Family Wealth Counselors, L.L.C. manage?
Strategic Family Wealth Counselors, L.L.C. reports $1.7B in regulatory assets under management across 3,600 accounts, 76% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
How many clients does Strategic Family Wealth Counselors, L.L.C. have?
It reports 300 individual clients: 150 high-net-worth individuals and 150 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Strategic Family Wealth Counselors, L.L.C. headquartered?
Its main office is in Fairfield, New Jersey. It reports 1 office in total and 14 employees, 6 of whom perform investment advisory functions.
How does Strategic Family Wealth Counselors, L.L.C. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Strategic Family Wealth Counselors, L.L.C. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 27, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Strategic Family Wealth Counselors, L.L.C. a hybrid RIA with a broker-dealer?
Strategic Family Wealth Counselors, L.L.C. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Strategic Family Wealth Counselors, L.L.C. a fiduciary?
As an SEC-registered investment adviser, Strategic Family Wealth Counselors, L.L.C. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Strategic Family Wealth Counselors, L.L.C.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →