← Tributary

HIGH POINT WEALTH MANAGEMENT, LLC

CHESTER, NJ · CRD 147111 · IAPD ↗ · highpointwealth.com · 908-975-3367

$192.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2025 — HIGH POINT WEALTH MANAGEMENT, LLC reported RAUM up 36% ($127.7M -> $173.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — HIGH POINT WEALTH MANAGEMENT, LLC (CHESTER, NJ) is newly SEC-registered with $127.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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