PLUM POINTE WEALTH MANAGEMENT

Overview

Plum Pointe Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm serves individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its business model is fee-based, charging a percentage of assets under management. Regulatory and structural details on the firm indicate it is not positioned as a capital allocator and does not report being an active ESG investor or a multi-state adviser. The firm lists industry affiliations that include another investment adviser and an insurance company, suggesting relationships that may support insurance or product distribution alongside advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives