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GREAT POINT WEALTH ADVISORS, LLC

BOSTON, MA · CRD 147082 · IAPD ↗ · greatpointwealth.com · (617) 585-0050

$725.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — GREAT POINT WEALTH ADVISORS, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — GREAT POINT WEALTH ADVISORS, LLC now reports custody of client assets ($14.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2024 — GREAT POINT WEALTH ADVISORS, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — GREAT POINT WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($464.4M -> $545.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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