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HIGH POINT WEALTH MANAGEMENT, LLC

CRD 147111 · SEC 801-130139

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31 FAIRMOUNT AVE., SUITE 105, CHESTER, NJ, 07930, United States

Phone

908-975-3367

Fax

908-975-3367

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$192.9M

Discretionary AUM

$192.9M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals103$20.0M
High net worth individuals43$172.9M

States served

NJ, NY, PA, TX

All web addresses on file

Official SEC filing: View on IAPD