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Strategic Family Wealth Counselors, L.L.C.
Strategic Family Wealth Counselors, LLC is an SEC Registered Investment Adviser headquartered in Fairfield, New Jersey. Founded as a comprehensive wealth management firm, it offers personalized financial planning, investment advisory, and fiduciary management services primarily to high-net-worth individuals, families, and pension plans. The firm is noted for its relationship-driven, high-touch approach, emphasizing integrity and meticulous attention to client needs. As of 2025, the firm has 13 employees and manages assets for over 3,200 client accounts.
Investment Strategy
Strategic Family Wealth Counselors, LLC employs a highly personalized asset allocation strategy tailored to the specific needs and objectives of each client. The firm integrates comprehensive financial planning with ongoing investment management, utilizing both discretionary and non-discretionary approaches. Their investment philosophy centers on simplifying client wealth management through diversified portfolios, long-term financial planning, and continuous support, predominantly serving high-net-worth individuals and some pension plans. The firm carefully positions client assets and develops unique financial plans that consolidate and streamline all aspects of clients’ financial lives.
Latest 13F Filing Activity
Strategic Family Wealth Counselors, L.L.C. filed their most recent 13F report on Jun 30, 2025 disclosing 145 equity positions and 1 options positions with a total 13F market value of $351M. The fund increased holdings in Roblox Corp., Schwab Strategic TR, Uber Technologies Inc. among other positions. Strategic Family Wealth Counselors, L.L.C. reduced exposure to Schwab Strategic TR, Pacer FDS TR, Apple Inc. among others.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RBLX | ROBLOX CORP | 7.83% | $27.5M | 261,426 | $64.82 | $105.20 | +$12.3M |
S SCHG | SCHWAB STRATEGIC TR | 4.36% | $15.3M | 524,314 | $13.23 | $29.21 | +$2.8M |
S SCHD | SCHWAB STRATEGIC TR | 3.52% | $12.3M | 465,630 | $21.08 | $26.50 | -$1.1M |
S SPY | SPDR S&P 500 ETF TR | 3.31% | $11.6M | 18,821 | $420.54 | $617.85 | +$978.4K |
U UBER | UBER TECHNOLOGIES INC | 3.31% | $11.6M | 124,540 | $28.61 | $93.30 | +$2.4M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AVXL | ANAVEX LIFE SCIENCES CORP | Bought | Call | $64.5K | 70 | $9.22 | $8.95 | +40 | +$38.8K |
Industry Allocation
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