Strategic Family Wealth Counselors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Strategic Family Wealth Counselors reports 312 clients. They include 150 individual clients, 150 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 75.7% ($1.26B across 2,100 accounts) are managed with discretion; $403M across 1,500 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 15% |
| High-net-worth individuals | 48% | 80% |
| Pension and profit-sharing plans | 4% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 150 | $250M | 15.1% | $1.67M |
| High-net-worth individuals | 150 | $1.33B | 80.2% | $8.87M |
| Pension and profit-sharing plans | 12 | $78.6M | 4.7% | $6.55M |
| Total | 312 | $1.66B | 100% | $5.32M |
- Clients
- 150
- Regulatory AUM
- $250M
- AUM share
- 15.1%
- Avg. per client
- $1.67M
- Clients
- 150
- Regulatory AUM
- $1.33B
- AUM share
- 80.2%
- Avg. per client
- $8.87M
- Clients
- 12
- Regulatory AUM
- $78.6M
- AUM share
- 4.7%
- Avg. per client
- $6.55M
Total
- Clients
- 312
- Regulatory AUM
- $1.66B
- AUM share
- 100%
- Avg. per client
- $5.32M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Strategic Family Wealth Counselors charges 0.10%–1.50% a year for its Investment Management and Wealth Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Financial planning is a fixed and/or hourly fee, negotiable, generally ranging from $2,500 to $1,000,000 on a fixed-fee basis; half is due at signing.
Michael Dwyer owns 75% or more of Strategic Family Wealth Counselors. The leadership team of Strategic Family Wealth Counselors includes Chief Compliance Officer Joseph Sluck. It has 14 employees, 6 of them in advisory roles.
Leadership
- Joseph SluckChief Compliance Officer
- Christine DwyerTrustee of Michael T. Dwyer, III 2021 Family Trust
- Michael DwyerTrustee of Michael T. Dwyer, III 2021 Family Trust
- Michael DwyerManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Timothy Peter Boulanger
- Lauren Helen Dwyer
- Michael Timothy Dwyer III
- Michael Timothy Dwyer IV
Staff
- 14 employees
- 6 in advisory functions
- 3 state-registered reps
- 4 insurance agents
- Owns 75% or more of Strategic Family Wealth Counselors, L.L.C.
Michael Dwyer
Control person · since April 1998
- Owns 75% or more of Strategic Family Wealth Counselors, L.L.C.
Michael T. Dwyer, III 2021 Family Trust
since January 2022
- Owns 75% or more of Strategic Family Wealth Counselors, L.L.C.
Michael T. Dwyer, III 2021 Family
since January 2022
Strategic Family Wealth Counselors’ regulatory assets grew 1.8× from $940M (March 2021) to $1.66B (March 2026); clients were 312 in both filings and employees rose from 12 to 14. In 2019, Quadrant Capital Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.66B | 312 | 14 | 1 |
| March 2025 | $1.31B | 315 | 13 | 1 |
| March 2024 | $1.18B | 315 | 13 | 1 |
| March 2023 | $1.05B | 315 | 13 | 1 |
| March 2022 | $1.34B | 331 | 12 | 1 |
| March 2021 | $940M | 300 | 12 | 1 |
Firms that joined
20191 joined
- Quadrant Capital ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Strategic Family Wealth Counselors has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 100 Passaic Avenue, FairfieldHQ
Contact and registration details
- Legal name
- Strategic Family Wealth Counselors, L.L.C.
- Headquarters
- 100 Passaic Avenue, Fairfield, NJ 07004
- Website
- strategicfamilywealth.com
- Phone
- 973-575-3444
- SEC file
- 801-69126
- Structure
- New Jersey LLC
- Fiscal year end
- December
Strategic Family Wealth Counselors uses Charles Schwab ($1.26B) as custodian for its separately managed accounts. Strategic Family Wealth Counselors has custody of $1B in client assets for 125 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $1.26B100%
At year end, Strategic Family Wealth Counselors’ separately managed accounts were mostly in funds (57%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $430M across 178 positions; the largest are Schwab Strategic TR (4.3%), Schwab Strategic TR (3.4%) and Roblox Corp. (3.3%).
What the accounts hold
- Stocks10%
- Funds57%
- Bonds18%
- State and local bonds10%
- U.S. government and agency bonds8%
- Cash15%
Reported 13F holdings
- $430M
- Reported 13F value
- 178
- Positions
- 32.5%
- In the 10 largest
- +12.9%
- Value vs. prior quarter
- Schwab Strategic TR · US Lcap GR ETF4.3%
- Schwab Strategic TR · US Dividend EQ3.4%
- Roblox Corp. · CL A3.3%
- State Str SPDR S&P 500 ETF T · TR Unit3.3%
- Capital Group Growth ETF · Shs Creat Unit3.2%
- Vanguard Whitehall Fds · High Div Yld3.2%
- Schwab Strategic TR · US Sml Cap ETF3.2%
- Schwab Strategic TR · US Mid-cap ETF3.0%
- Schwab Strategic TR · US Lrg Cap ETF2.9%
- Wisdomtree TR · US Largecap Divd2.8%
Together, the ten largest are 32.5% of reported value.
How many clients does Strategic Family Wealth Counselors have?
Strategic Family Wealth Counselors has 312 clients and manages $1.66 billion for them, as of March 2026. They include 150 individual clients, 150 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Strategic Family Wealth Counselors offer?
Strategic Family Wealth Counselors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strategic Family Wealth Counselors charge?
Strategic Family Wealth Counselors charges 0.10%–1.50% a year for its Investment Management and Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. DISCLOSURE BROCHURE, filed 27 March 2026
Which custodians does Strategic Family Wealth Counselors use?
Strategic Family Wealth Counselors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $1.26B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Strategic Family Wealth Counselors have?
Strategic Family Wealth Counselors has 3 investment adviser representatives registered with state securities authorities, out of 14 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategic Family Wealth Counselors invest in?
At the end of its last fiscal year, Strategic Family Wealth Counselors’ separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents, 10% exchange-traded equities, 10% state and local bonds and 8% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Family Wealth Counselors?
Strategic Family Wealth Counselors’ direct owners are Michael Dwyer (75% or more), Michael T. Dwyer, III 2021 Family Trust (75% or more) and Michael T. Dwyer, III 2021 Family (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Strategic Family Wealth Counselors get paid?
Strategic Family Wealth Counselors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Strategic Family Wealth Counselors?
Strategic Family Wealth Counselors’ main office is at 100 Passaic Avenue, Fairfield, NJ 07004. Its phone number is 973-575-3444. Its website is strategicfamilywealth.com.