HIGH POINT WEALTH MANAGEMENT, LLC

Overview

High Point Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individual and family clients and small businesses, charging fees by percentage of AUM, hourly work, and fixed fees. It does not position itself as a capital allocator, does not advertise ESG-driven mandates, and is not registered as a multi-state or pension consultant adviser. Investment activity centers on public markets with a clear bias toward pooled public funds and ETFs. The adviser uses model and separately managed structures built from mutual funds and exchange-traded funds, supplemented by allocations to external alternative fund managers. That mix suggests a portfolio construction approach that favors broadly diversified, liquid public instruments at the core, while selectively using external managers to access less-correlated return streams or illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices