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| Keyboard |
| Point B Planning LLC
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|---|---|
| CRD # | 172961 |
| SEC # | 801-118588 |
| CIK # | |
| AUM | 113.9 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 914-302-3233 |
| Address | 23 Parkway Katonah, NY 10536 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 26.0 |
| (b) Individuals (high net worth individuals) | 26 | 76.3 |
| (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 | 8.3 |
| (h) Charitable organizations | 0 | 3.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 275 | 113.9 |
| By Discretionary | ||
| Discretionary | 267 | 90.3 |
| Non-Discretionary | 8 | 23.6 |
| Total | 275 | 113.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.9 | |
| Total | 275 | 113.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SERA Capital Management Limited Liability Company
✚
|
MD | 114.3 M |
|
Goodstein Wealth Management LLC
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|
CA | 114.2 M |
|
Bridgeview Capital Advisors Inc
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|
CA | 114.1 M |
|
Skloff Aaron
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|
114.0 M | |
|
Financial Planning First LLC
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|
AZ | 113.9 M |
|
Finamex Asset Management LLC
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|
TX | 113.9 M |
|
Common Cents Wealth Management LLC
✚
|
FL | 113.7 M |
|
Pleasantdale Wealth Management LLC
✚
|
113.7 M | |
|
CW Securities LLC
✚
|
TN | 113.5 M |
|
Expand Financial Group LLC
✚
|
113.5 M |