GREAT POINT WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$725,768,485
Discretionary
$701,307,485
Non-discretionary
$24,461,000
Firm details
- CRD number
- 147082
- SEC file number
- 801-70479
- Main office
- BOSTON, MA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.