Long Point Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313540
- Website
- longpointwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.46%
- Individuals16.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Long Point Wealth Management, LLC is an owner-operated independent registered investment adviser organized as an LLC. The firm serves individual and family clients, offering fee-based advice charged as a percentage of assets under management. Core services listed are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not described as a multi-state adviser, and is not structured as a capital allocator to other managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds70%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
- US Government Bonds2%
- Private Funds2%
Contacts
1 of 1
Mark Schiffenhaus
Wealth ManagerCRD 4035278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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