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POINT WEALTH, LLC
CRD 315625
3319 TERRACE CT., WAUSAU, WI, 54401, United States
Phone
715-870-2450
Fax
715-800-2559
Registration
— (—)
Source
State registered
Total AUM
$32.3M
Discretionary AUM
$32.3M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $15.4M |
| High net worth individuals | 52 | $16.3M |
| Charitable organizations | 1 | $548K |
All web addresses on file
Official SEC filing: View on IAPD