Harborpoint Wealth Partners

RIASEC Registered

Total AUM

$136M

Discretionary

$124M

91% of AUM

Avg account

$212K

Accounts

643

Employees

Advisory reps

Firm details

Headquarters: Virginia Beach, Virginia
CRD number: 333013
Registered since: November 26, 2024
Website: www.hendersonfg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: Individuals41.34%
HNWI36.48%
Charitable Organizations12.79%
Corporations / Businesses9.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Harborpoint Wealth Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owner-operated and positions itself as a capital allocator for both individuals/families and institutional clients. Its fee arrangements are mixed — percentage-of-AUM billing sits alongside hourly and fixed-fee engagements and the firm also accepts commissions in certain circumstances. Service lines reported on the ADV include financial planning, portfolio management for individuals/small businesses and for institutions, selection of other advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.