Overview
Assets Under Management: $173 million
Headquarters: CHESTER, NJ
High-Net-Worth Clients: 39
Average Client Assets: $4 million
Frequently Asked Questions
HIGH 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 #147111), HIGH POINT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HIGH POINT WEALTH MANAGEMENT, LLC is headquartered in CHESTER, NJ.
HIGH POINT WEALTH MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, HIGH POINT WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HIGH POINT WEALTH MANAGEMENT, LLC manages $173 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, HIGH POINT WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 328
Discretionary Accounts: 328
Regulatory Filings
CRD Number: 147111
Last Filing Date: 2025-02-27 00:00:00
Website: https://highpointwealth.com