Overview
Assets Under Management: $628 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 205
Average Client Assets: $3 million
Frequently Asked Questions
GREAT POINT WEALTH ADVISORS, 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 #147082), GREAT POINT WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
GREAT POINT WEALTH ADVISORS, LLC is headquartered in BOSTON, MA.
GREAT POINT WEALTH ADVISORS, LLC serves 205 high-net-worth clients according to their SEC filing dated November 17, 2025. View client details ↓
According to their SEC Form ADV, GREAT POINT WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GREAT POINT WEALTH ADVISORS, LLC manages $628 million in client assets according to their SEC filing dated November 17, 2025.
According to their SEC Form ADV, GREAT POINT WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,137
Discretionary Accounts: 1,135
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 147082
Filing ID: 2028018
Last Filing Date: 2025-11-17 13:38:14
Website: 1