Great Point Wealth Advisors, LLC

RIASEC RegisteredEst. 2009

Total AUM

$726M

Discretionary

$701M

97% of AUM

Avg account

$596K

Accounts

1,218

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 147082
Registered since: August 7, 2009
Website: www.greatpointwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.97%
Individuals12.01%
Pension & Profit Sharing Plans3.79%
Other3.65%
Pooled Investment Vehicles0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Great Point Wealth Advisors, LLC is an independent registered investment adviser formed in 2009 and organized as an LLC. The firm is owner-operated and positions itself as a capital allocator for both individual & family clients and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its service mix includes fee models tied to a percentage of AUM as well as hourly and fixed-fee engagements. Great Point also provides selection-of-other-advisers services and lists an accountant among its industry affiliations. The firm does not classify itself as an active ESG investor and is not multi-state registered.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities70%
Public Funds/Mutual Funds27%
Non-Exchange Traded Equities1%
Private Funds1%
Cash & Cash Equivalents1%

Contacts

3 of 3

Peter Disch
Founder and Managing MemberCRD 4552960
Brandon Parker
Wealth AdvisorCRD 6940508
Matthew Schroeder
Wealth Advisor and the Director of Financial PlanningCRD 3260388