CLEARPOINT WEALTH MANAGEMENT

CLEARPOINT WEALTH MANAGEMENT of COLLEYVILLE, TX is an SEC-registered investment adviser (CRD 337649). Regulatory assets under management: $68.0M.

Registration

• CRD: 337649
• Type: Registered investment adviser
• Location: 6110 COLLEYVILLE BLVD STE 106, COLLEYVILLE, TX, 76034
• Phone: (817)500-0014
• Latest filing: 2026-02-12
• Regulatory AUM: $68.0M
• Discretionary AUM: $68.0M
• Clients: 4
• Accounts: 136

Business model

Compensation: % of AUM, Hourly, Fixed.

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 337649 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search