WHALEROCK POINT PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,038,257,743
Discretionary
$1,038,257,743
Non-discretionary
$0
Firm details
- CRD number
- 140781
- SEC file number
- 801-66848
- Main office
- WEST PALM BEACH, FL, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.WRPOINT.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.