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| High Point Wealth Management LLC
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|---|---|
| CRD # | 147111 |
| SEC # | 801-130139 |
| CIK # | 0002106882 |
| AUM | $192.9 M (2026-02-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 908-975-3367 |
| Address | 31 Fairmount Ave Chester, NJ 07930 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002106882 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Public Service Enterprise Group Inc | 3.6 | ||
| Southern Co | 3.6 | ||
| Health Care REIT Inc /DE/ | 2.6 | ||
| Consolidated Edison Inc | 2.6 | ||
| Philip Morris International Inc | 1.6 | ||
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 1.6 | ||
| Amazon Com Inc | 1.5 | ||
| Alphabet Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Nuveen S&P 500 Dynamic Overwrite Fund | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 20.0 |
| (b) Individuals (high net worth individuals) | 43 | 172.9 |
| (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 | 374 | 192.9 |
| By Discretionary | ||
| Discretionary | 374 | 192.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 374 | 192.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.9 | |
| Total | 374 | 192.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002106882] |
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|---|---|---|
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MA | 0.2 |
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Financial Elements Inc
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IL | 0.2 |