Overview
Assets Under Management: $185 million
High-Net-Worth Clients: 68
Average Client Assets: $1 million
Frequently Asked Questions
BLACK POINT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329358), BLACK POINT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BLACK POINT WEALTH MANAGEMENT, LLC serves 68 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, BLACK POINT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BLACK POINT WEALTH MANAGEMENT, LLC manages $185 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, BLACK POINT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 311
Discretionary Accounts: 311
Regulatory Filings
CRD Number: 329358
Last Filing Date: 2025-02-20 00:00:00
Website: https://bpwealthmgt.com