Bluepoint Wealth Advisors

Overview

Bluepoint Wealth Advisors operates as a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm targets individual and family clients and delivers core services around financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its fee arrangements include a percentage-of-AUM component plus fixed fees and other fee structures. Bluepoint reports it is not an active ESG investor, does not act as a capital allocator or pension consultant, and is not designated as a multi-state adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives