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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

CRD 128199

FAIRFIELD, NJ

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Search this name across graphsid dfx:ria:d6084a25-6424-3c9e-4edc-a3c751487d3a

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 1
Observed: Mar 27, 2012 to Mar 27, 2026
27 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Strategic Family Wealth Counselors, L.L.C.

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $415Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,600
Individual clients: 150
High net worth clients: 150
Custody, client assets: $1.0B
SEC number: 801-69126
CIK: 1729755
CRD: 128199
Filings on the tape: 27
First filed: Mar 27, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL TIMOTHY DWYER	Certified Financial Planner	FAIRFIELD, NJ	19	41	1	no
TIMOTHY PETER BOULANGER	Chartered Financial Consultant	FAIRFIELD, NJ	16	37	1	no
MICHAEL TIMOTHY DWYER	n/a	FAIRFIELD, NJ	7	12	n/a	no
Lauren Helen Dwyer	n/a	FAIRFIELD, NJ	2	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DWYER, MICHAEL, TIMOTHY	MANAGING MEMBER	E	yes	04/1998	Mar 27, 2026	Mar 27, 2026
DWYER, MICHAEL, TIMOTHY	TRUSTEE OF MICHAEL T. TRUST	Na	yes	10/2021	Mar 27, 2026	Mar 27, 2026
SLUCK, JOSEPH, LAWRENCE	CHIEF COMPLIANCE OFFICER	Na	yes	01/2021	Mar 27, 2026	Mar 27, 2026
DWYER, CHRISTINE, T	TRUSTEE OF MICHAEL T. TRUST	Na	no	10/2021	Mar 27, 2026	Mar 27, 2026
MICHAEL T. DWYER, III 2021 FAMILY	Member	E	no	01/2022	Mar 27, 2026	Mar 27, 2026
MICHAEL T. DWYER, III 2021 FAMILY TRUST	Member	E	no	01/2022	Mar 30, 2022	Nov 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.7B	$1.3B	14	6	0	n/a	n/a
2024	Mar 17, 2025	$1.3B	$1.1B	13	6	0	n/a	n/a
2023	Mar 21, 2024	$1.2B	$1.0B	13	6	0	n/a	n/a
2022	Mar 20, 2023	$1.0B	$919M	13	5	0	n/a	n/a
2021	Mar 30, 2022	$1.3B	$1.2B	12	5	0	n/a	n/a
2020	Mar 29, 2021	$940M	$813M	12	5	0	n/a	n/a
2019	Mar 2, 2020	$827M	$693M	12	5	0	n/a	n/a
2018	Feb 26, 2019	$652M	$574M	11	5	0	n/a	n/a
2017	Mar 23, 2018	$661M	$553M	9	4	0	n/a	n/a
2016	Mar 3, 2017	$593M	$467M	9	2	n/a	n/a	n/a
2015	Feb 3, 2016	$599M	$456M	9	2	n/a	n/a	n/a
2014	Jan 26, 2015	$615M	$481M	9	2	n/a	n/a	n/a
2013	Mar 24, 2014	$593M	$457M	9	5	n/a	n/a	n/a
2012	Apr 1, 2013	$523M	$394M	9	2	n/a	n/a	n/a
2011	Mar 27, 2012	$476M	$411M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.3B	26.5%	$1.0B	16.6%	14	13	0	0

Relationships

Registered with (4)

← Lauren Helen DwyerAdvisorregistration: current employment
Nov 28, 2023 to presentfactForm ADV
← MICHAEL TIMOTHY DWYERAdvisorregistration: current employment
Nov 14, 2018 to presentfactForm ADV
← TIMOTHY PETER BOULANGERAdvisorregistration: current employment
Nov 13, 2009 to presentfactForm ADV
← MICHAEL TIMOTHY DWYERAdvisorregistration: current employment
Dec 1, 2006 to presentfactForm ADV

Controls (2)

← DWYER, MICHAEL, TIMOTHYOwnerMANAGING MEMBER, ownership code E, individual
Mar 27, 2012 to Nov 15, 2024factForm ADV
← SLUCK, JOSEPH, LAWRENCEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2012 to Nov 15, 2024factForm ADV

Owns (2)

← DWYER, CHRISTINE, TOwnerTRUSTEE OF MICHAEL T. DWYER, III 2021 FAMILY TRUST, ownership code NA, individual
Mar 30, 2022 to Nov 15, 2024factForm ADV
← MICHAEL T. DWYER, III 2021 FAMILY TRUSTOwnerMEMBER, ownership code E, domestic entity
Mar 30, 2022 to Nov 15, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Strategic Family Wealth Counselors, L.L.C. reported RAUM $1.7B, up 27% from $1.3B (2025-03-17 to 2026-03-27)
Form ADVobserved 6 days ago
$348M
Occurred
Mar 30, 2022
Regulatory AUM changed
Strategic Family Wealth Counselors, L.L.C. reported RAUM $1.3B, up 43% from $940.0M (2021-03-29 to 2022-03-30)
Form ADVobserved 6 days ago
$401M
Occurred
Jan 29, 2021
Control person left
Edward Mark Bracci (Chief Compliance Officer) no longer on Schedule A of Strategic Family Wealth Counselors, L.L.C. (listed 2020-06-26, absent 2021-01-29)
Form ADVobserved 6 days ago
Occurred
Mar 2, 2020
Regulatory AUM changed
Strategic Family Wealth Counselors, L.L.C. reported RAUM $826.9M, up 27% from $651.9M (2019-12-06 to 2020-03-02)
Form ADVobserved 6 days ago
$175M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6084a25-6424-3c9e-4edc-a3c751487d3a
First observed: Mar 27, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.

CRD 128199

FAIRFIELD, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d6084a25-6424-3c9e-4edc-a3c751487d3a

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL TIMOTHY DWYER

Certified Financial Planner

FAIRFIELD, NJ

TIMOTHY PETER BOULANGER

Chartered Financial Consultant

FAIRFIELD, NJ

MICHAEL TIMOTHY DWYER

n/a

FAIRFIELD, NJ

n/a

Lauren Helen Dwyer

n/a

FAIRFIELD, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DWYER, MICHAEL, TIMOTHY

MANAGING MEMBER

yes

04/1998

Mar 27, 2026

DWYER, MICHAEL, TIMOTHY

TRUSTEE OF MICHAEL T. TRUST

yes

10/2021

Mar 27, 2026

SLUCK, JOSEPH, LAWRENCE

CHIEF COMPLIANCE OFFICER

yes

01/2021

Mar 27, 2026

DWYER, CHRISTINE, T

TRUSTEE OF MICHAEL T. TRUST

10/2021

Mar 27, 2026

MICHAEL T. DWYER, III 2021 FAMILY

Member

01/2022

Mar 27, 2026

MICHAEL T. DWYER, III 2021 FAMILY TRUST

Member

01/2022

Mar 30, 2022

Nov 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.7B

$1.3B

n/a

2024

Mar 17, 2025

$1.3B

$1.1B

n/a

2023

Mar 21, 2024

$1.2B

$1.0B

n/a

2022

Mar 20, 2023

$1.0B

$919M

n/a

2021

Mar 30, 2022

$1.3B

$1.2B

n/a

2020

Mar 29, 2021

$940M

$813M

n/a

2019

Mar 2, 2020

$827M

$693M

n/a

2018

Feb 26, 2019

$652M

$574M

n/a

2017

Mar 23, 2018

$661M

$553M

n/a

2016

Mar 3, 2017

$593M

$467M

n/a

2015

Feb 3, 2016

$599M

$456M

n/a

2014

Jan 26, 2015

$615M

$481M

n/a

2013

Mar 24, 2014

$593M

$457M

n/a

2012

Apr 1, 2013

$523M

$394M

n/a

2011

Mar 27, 2012

$476M

$411M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.3B

26.5%

$1.0B

16.6%