Black Point Wealth Management LLC

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Assets, Funds, Holdings

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Black Point Wealth Management LLC
CRD #329358
SEC #801-129688
CIK #0002032846
AUM $187.5 MM (2024-06-13)
Employees 4 (50% Investors, 0% Brokers)
Phone239-306-6300
Address849 7th Avenue South
Naples, FL 34102
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
190152114763802009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 34.9
PHYS 5.9
GOOG 1,482,566.4 2.0
AAPL 2,382,844.0 1.8
CEF 0.7
NVDA 399,550.0 0.6
CVX 294,604.1 0.6
FTHY 528.1 0.6
JPM 340,169.2 0.5
AMZN 1,092,997.8 0.4
Holdings by Sector ($MM)
1008060402002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 176 60.3
(b) Individuals (high net worth individuals) 37 105.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 2.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 19.4
(n) Other 0 0.0
Total 225 187.5
By Discretionary
Discretionary 225 187.5
Non-Discretionary 0 0.0
Total 225 187.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 187.5
Total 225 187.5
EDGAR Form CIK 2011 - 2024
13F-HR [0002032846]
Comparable Firms State AUM ($BB)
Tribeca Financial LLC
AZ 0.2
Smart Portfolios LLC
WA 0.2
Parker Advisory Group LLC
UT 0.2
Horizon Wealth Advisors LLC
FL 0.2
Cruice Investment Advisors Ltd
CT 0.2
Redwood Financial Network Corp
OH 0.2
BPP Wealth Solutions LLC
NJ 0.2
The Wealth Coach LLC
TX 0.2
Cerasus Advisors Inc
FL 0.2
Redmont Wealth Advisors LLC
IL 0.2
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