GREAT POINT WEALTH ADVISORS, LLC

GREAT POINT WEALTH ADVISORS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 147082). Regulatory assets under management: $725.8M.

Registration

• CRD: 147082
• SEC file number: 801-70479
• Type: Registered investment adviser
• Location: ONE INTERNATIONAL PLACE, SUITE 4520, BOSTON, MA, 02110
• Phone: (617) 585-0050
• Latest filing: 2026-03-27
• Regulatory AUM: $725.8M
• Discretionary AUM: $701.3M
• Non-discretionary AUM: $24.5M
• Clients: 5
• Accounts: 1,218

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147082 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search