Bluepoint Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bluepoint Wealth Advisors provides wealth management and financial planning to individuals (including high-net-worth clients), charitable organizations, and businesses. Services include discretionary investment management integrated with ongoing financial planning, plus limited-scope standalone planning engagements for clients seeking targeted advice.
The firm’s investment approach emphasizes personalized strategies grounded in Modern Portfolio Theory and fundamental analysis, with portfolios constructed from a mix of passive and active funds and an asset-allocation framework or investment policy statement. BWA incorporates tax-aware planning considerations, reviews employer benefits, and coordinates with clients’ tax and estate professionals while executing client trades through recommended custodians.
A statistically uncommon feature for firms of this type is that BWA offers educational seminars and speaking engagements for groups, in addition to its client advisory work. The firm also documents short-term, defined standalone planning engagements and sometimes implements strategies using a Nationwide annuity platform, while managing a relatively small client roster that supports individualized, case-by-case service.
Client services
Expertise
Demographic focus
Fee options
Standalone Financial Planning Services: Flat fees generally range from $4,000 to $20,000 based on complexity
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Minimum fee: $7,500 minimum annual advisory fee for individual client relationships; $10,000 minimum for joint or multi-person relationships
Main office
Huntington Beach CA
Advisors at this office
1
Most active in
California · Louisiana · Texas
Also doing business as
Bluepoint Wealth Advisors · Bluepoint Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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