Point Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,733,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
62
84% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
Very HighAverage account size
$511,823
About
Point Wealth serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary asset management alongside one-time and ongoing financial planning and consulting. Services include goal-based portfolio construction, retirement and estate planning, and coordination with clients’ CPAs and attorneys to integrate tax and legal considerations into planning.
The firm implements investment programs based on each client’s objectives, time horizon, and risk tolerance, making discretionary trading decisions and employing fundamental, technical, and cyclical analysis as appropriate. Portfolios are reviewed at least quarterly with rebalancing and tax-loss harvesting considered where suitable, and clients may impose written investment restrictions.
Compared with many peers, Point Wealth discloses serving charitable organization clients and operating affiliated tax-preparation and insurance businesses — relationships the firm identifies as potential conflicts and addresses through disclosures and firm procedures. The firm also delegates custody to an institutional custodian, aggregates trades for execution when appropriate, and does not vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Tax strategies for small businesses
Fee options
$0 - $2,499,999: 1.50% annually $2,500,000 - $4,999,999: 1.25% annually $5,000,000+: 1.00% annually
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance.
$250 per hour for one-time financial planning.
Negotiable monthly fee between $50 and $1,000 for ongoing financial planning and consulting.
Main office location
Point Wealth, LLC
3319 Terrace Ct.
Wausau WI 54401, United States
Number of offices
1
Most active in
Point Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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