Long Point Wealth Management, LLC

Overview

Long Point Wealth Management, LLC is an independent registered investment adviser that works primarily with individual and family clients, offering financial planning and portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and appears to favor pooled public investment vehicles—mutual funds and other public funds—as the backbone of client portfolios. Its filings show fully discretionary management of client assets, which suggests the firm constructs and implements portfolios on clients’ behalf rather than acting predominantly as a research or advisory-only shop. Investment activity centers on traditional asset allocation using public funds for core equity and fixed income exposure, supplemented by allocations to third-party alternative managers. The firm lists hedge funds, real estate, and managed futures among the alternative strategies it uses, indicating a willingness to add non-correlated or tactical sleeve strategies alongside mutual fund holdings. Long Point’s client base is relatively compact and concentrated, which supports a hands-on advisory approach and the potential for customized portfolio construction when clients require it.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices