Long Point Wealth Management, LLC

RIASEC Registered
Total AUM
$38.4M
Discretionary
$38.4M
100% of AUM
Avg account
$289K
Accounts
133
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313540
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI83.46%
  • Individuals16.54%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Long Point Wealth Management, LLC is an owner-operated independent registered investment adviser organized as an LLC. The firm serves individual and family clients, offering fee-based advice charged as a percentage of assets under management. Core services listed are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not described as a multi-state adviser, and is not structured as a capital allocator to other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 15%, Cash & Cash Equivalents 10%, US Government Bonds 2%, Private Funds 2%, State & Local Bonds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents10%
  • US Government Bonds2%
  • Private Funds2%

Contacts

1 of 1
  • Mark Schiffenhaus

    Mark Schiffenhaus

    Wealth ManagerCRD 4035278

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth