LONG POINT WEALTH MANAGEMENT, LLC

LONG POINT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 313540). Regulatory assets under management: $38.4M.

Registration

• CRD: 313540
• Type: Registered investment adviser
• Phone: (508) 258-9195
• Latest filing: 2026-07-16
• Regulatory AUM: $38.4M
• Discretionary AUM: $38.4M
• Clients: 1
• Accounts: 133

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313540 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search