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| Happy Holidays!! thanks for using AUM13F!! |
| High Point Wealth Management LLC
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| CRD # | 147111 |
| SEC # | 801-130139 |
| CIK # | |
| AUM | $173.3 M (2025-02-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 908-975-3367 |
| Address | 31 Fairmount Ave Chester, NJ 07930 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 15.7 |
| (b) Individuals (high net worth individuals) | 39 | 157.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 173.3 |
| By Discretionary | ||
| Discretionary | 328 | 173.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 328 | 173.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.3 | |
| Total | 328 | 173.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Renaud & Company LLC
✚
|
MO | 0.2 |
|
Kleinhenz & Associates Ltd
✚
|
0.2 | |
|
Wealth Management Group Inc
✚
|
NC | 0.2 |
|
Certified Planners Inc
✚
|
CA | 0.2 |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 0.2 |
|
Tetley Investments LLC
✚
|
IL | 0.2 |
|
Cullen Patterson Capital Management LLC
✚
|
CA | 0.2 |
|
Picea Capital LLC
✚
|
FL | 0.2 |
|
Holos Integrated Wealth LLC
✚
|
PA | 0.2 |
|
FLAX Pond Capital LLC
✚
|
0.2 |