High Point Wealth Management, LLC

RIASEC Registered

Total AUM

$193M

Discretionary

$193M

100% of AUM

Avg account

$516K

Accounts

374

Employees

2

Advisory reps

2

Firm details

Headquarters: Chester, New Jersey
CRD number: 147111
Registered since: April 30, 2024
Website: www.highpointwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.62%
Individuals10.38%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

High Point Wealth Management, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2024. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its business model uses a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements. High Point does not identify as an ESG investor, is not a capital allocator to private managers, and is not structured as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds42%
Investment Grade Corp Bonds17%
Exchange Traded Equities16%
Cash & Cash Equivalents15%
US Government Bonds9%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 172

Active vs passive

$103M in ETFs

Passive

98%

$100M

Active

2%

$2.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES US TECHNOLOGY ETF (IYW)	BlackRock	Passive	Technology	$13.3M	50,380	12.99%

Unlock additional holdings →

Primary office

Chester, NJ

Morris

Location

Chester, NJ

Headquartered in Chester, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Morris
Address: 31 Fairmount Ave
Time zone: ET (UTC-5)
Office locations

Similar firms

The Wealth Boutique

Chester, NJ

AUM $121MTEAM 12REPS 9

Covenant Asset Management, LLC

Chester, NJ

AUM $693MTEAM 11REPS 10

Personal Cfo Solutions LLC

Chester, NJ

AUM $1.6BTEAM 18REPS 11

Dimaio Private Wealth, LLC

Chester, NJ

AUM —TEAM 1REPS 1

Cadia Private Client LLC

Parsippany, NJ

AUM $193MTEAM 3REPS 2

Excel Capital Management Corp

Warren, NJ

AUM $193MTEAM 2REPS 3

More RIAs in Chester →All New Jersey RIAs →