POINT WEALTH, LLC

Overview

Point Wealth, LLC is a small independent registered investment adviser organized as an LLC that serves individuals, families and select institutional clients. The firm’s advisory line centers on financial planning and discretionary portfolio management for individuals and small businesses, with a clear tilt toward equity-centered portfolios. Fee options include a percentage of assets under management as well as hourly and fixed-fee arrangements, which lets Point Wealth tailor engagements from ongoing advice to project-based planning. Investment activity demonstrates a preference for liquid, exchange-traded exposures as the backbone of portfolios, supplemented by other vehicles to round out diversification and income. The firm does not emphasize ESG investing and is not positioned as a multi-state adviser. Advisory services are focused on traditional wealth-management workflows—planning, portfolio construction and ongoing rebalancing—rather than serving as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices