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PLUM POINTE WEALTH MANAGEMENT
PLUM POINTE WEALTH MANAGEMENT, LLC
CRD 332618 · SEC 801-131283
225 DYER STREET, FL 2, PROVIDENCE, RI, 02903, United States
Phone
401-228-8258
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.7M
Discretionary AUM
$99.9M
Team
3 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $80.2M |
| High net worth individuals | 27 | $22.4M |
States served
MA, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD