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CLEARPOINT WEALTH MANAGEMENT
CLEARPOINT WEALTH MANAGEMENT, LLC
CRD 337649
6110 COLLEYVILLE BLVD STE 106, COLLEYVILLE, TX, 76034, United States
Phone
(817)500-0014
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.0M
Discretionary AUM
$68.0M
Team
4 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $57.2M |
| High net worth individuals | 18 | $10.9M |
Official SEC filing: View on IAPD