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GREAT POINT WEALTH ADVISORS, LLC
CRD 147082 · SEC 801-70479
ONE INTERNATIONAL PLACE, SUITE 4520, BOSTON, MA, 02110, United States
Phone
(617) 585-0050
Fax
(617) 507-6036
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$725.8M
Discretionary AUM
$701.3M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 207 | $87.2M |
| High net worth individuals | 245 | $580.4M |
| Pooled investment vehicles | 1 | $3.0M |
| Pension/profit sharing plans | 5 | $27.5M |
| Corporations/business entities | 2 | $1.3M |
States served
CA, ME, MA, NY, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD