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WHALEROCK POINT PARTNERS, LLC

WEST PALM BEACH, FL · CRD 140781 · IAPD ↗ · wrpoint.com · 401-228-7799

$1.04BRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — WHALEROCK POINT PARTNERS, LLC moved its main office from PROVIDENCE, RI to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
February 2026 — WHALEROCK POINT PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
February 2026 — WHALEROCK POINT PARTNERS, LLC crossed $1B in regulatory AUM ($757.4M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
April 2024 — WHALEROCK POINT PARTNERS, LLC now reports custody of client assets ($29.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.