PLUM POINTE WEALTH MANAGEMENT, LLC
Doing business as PLUM POINTE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$104,737,431
Discretionary
$99,894,727
Non-discretionary
$4,842,704
Firm details
- CRD number
- 332618
- SEC file number
- 801-131283
- Main office
- PROVIDENCE, RI, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of September 2026.