# POINT VIEW WEALTH MANAGEMENT, INC.

POINT VIEW WEALTH MANAGEMENT, INC. of SUMMIT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 106119
- Type: SEC-registered investment adviser
- SEC file number: 801-43340
- Location: 382 SPRINGFIELD AVENUE, SUITE 208, SUMMIT, NJ, 07901-2707
- Phone: 908-598-1717
- Latest filing: 2021-01-27
- Regulatory AUM: $393.4M
- Discretionary AUM: $392.4M
- Non-discretionary AUM: $1.0M
- Clients: 5
- Accounts: 745

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| DIETZE DAVID | PRESIDENT | — |
| TOTH CLAIRE ELLEN | VP AND TREASURER; VP/CHIEF COMPLIANCE OFFICER | — |
| DIETZ DAVID | PRESIDENT | — |
| DIETZE DAVID GODDEN | PRESIDENT; PRESIDENT AND CHIEF INVESTMENT STRATEGIST | — |
| ALVARADO KAREN JOHANNA | CHIEF COMPLIANCE OFFICER | — |
| POLAND TODD MARTIN | GENERAL COUNSEL/SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106119/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106119/similar
- Related entities: https://search.stillhousedata.com/firm/106119/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106119

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.