High Point Wealth Management, LLC
Firm details
- Headquarters
- Chester, New Jersey
- CRD number
- 147111
- Registered since
- April 30, 2024
- Website
- www.highpointwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.62%
- Individuals10.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
High Point Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and focuses its services on individuals and families, offering financial planning and portfolio management for individual clients and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser reports it is not an active ESG investor, does not operate as a multi-state adviser, and does not serve as a capital allocator or pension consultant. Advisory activities are concentrated on planning and discretionary portfolio management rather than institutional consulting or outsourced CIO services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Investment Grade Corp Bonds17%
- Exchange Traded Equities16%
- Cash & Cash Equivalents15%
- US Government Bonds9%
Contacts
2 of 2
Bradford Gruby
OwnerCRD 5519935
John Stuart
Managing Director of Equity InvestmentsCRD 4287876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$97.2M in ETFs
98%
$95.1M
2%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US TECHNOLOGY ETF (IYW) | BlackRock | Passive | Technology | $12.8M | 50,732 | 13.17% |
Location
Chester, NJ
Morris
Location
Chester, NJ
Headquartered in Chester, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 31 Fairmount Ave
- Time zone
- ET (UTC-5)
- Office locations
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