Long Point Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Long Point Wealth Management provides discretionary wealth management and financial planning services to individuals, high‑net‑worth clients, trusts, and estates. The firm combines investment management with estate‑planning facilitation and consulting, and it can help clients access a third‑party digital estate planning platform as part of its service offering.
The firm typically builds long‑term, ETF‑ and mutual‑fund‑centered portfolios informed by both fundamental and technical analysis and seeks institutional share classes when feasible. It may also incorporate hedging and tactical tools — including options, short positions, inverse ETFs, ETNs, and allocations to managed‑futures/commodity ETFs — and uses AI tools under written safeguards to support analysis (but not to place trades or make investment decisions).
Notable distinctions for this small adviser (managing roughly $38.4 million across about 33 client relationships) include its documented use of derivatives and shorting strategies in separately managed accounts — a practice that is relatively uncommon among independent peers (reported by only a small percentage of firms). The firm also integrates a paid, co‑branded digital estate‑planning platform for clients and emphasizes custodial relationships and institutional platform support as part of its operational model.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000.01 - $1,000,000: 0.95% $1,000,000.01 - $2,000,000: 0.90% $2,000,000.01 - $3,000,000: 0.85% $3,000,000.01 - $4,000,000: 0.80% $4,000,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.70%
Main office
Wellfleet MA
Advisors at this office
1
Most active in
Massachusetts · New Jersey
Also doing business as
Long Point Wealth Management LLC · Long Point Wealth Management, 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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