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| Keyboard |
| Plum Pointe Wealth Management LLC
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|---|---|
| CRD # | 332618 |
| SEC # | 801-131283 |
| CIK # | |
| AUM | 104.7 M (2026-05-11) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 401-228-8258 |
| Address | 225 Dyer Street Providence, RI 02903 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 80.2 |
| (b) Individuals (high net worth individuals) | 27 | 22.4 |
| (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 | 2.1 |
| (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 | 386 | 104.7 |
| By Discretionary | ||
| Discretionary | 382 | 99.9 |
| Non-Discretionary | 4 | 4.8 |
| Total | 386 | 104.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.7 | |
| Total | 386 | 104.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Morgan-Aly Wealth Management LLC
✚
|
WI | 105.3 M |
|
MD Wealth Advisors Inc
✚
|
NJ | 105.2 M |
|
Petrie Capital Management LLC
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|
WA | 105.2 M |
|
Legacy Chief Financial Office LLC
✚
|
TX | 105.1 M |
|
Wealth Engagement LLC
✚
|
GA | 105.0 M |
|
Catalyst Wealth Management LLC
✚
|
TX | 105.0 M |
|
Piedmont Private Wealth LLC
✚
|
105.0 M | |
|
SC Thomas & Associates CPA LLC
✚
|
OH | 104.6 M |
|
Integrated Investment Strategies Inc
✚
|
IN | 104.5 M |
|
White Lighthouse Investment Management SARL
✚
|
104.5 M |