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SINGLE POINT PARTNERS

BOSTON, MA · CRD 163793 · IAPD ↗ · 617-600-0510

$641.3MRegulatory AUM
12Advisory reps
16Employees
8Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — SINGLE POINT PARTNERS notice-filed in CT, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — SINGLE POINT PARTNERS notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — SINGLE POINT PARTNERS added office(s): 7 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — SINGLE POINT PARTNERS grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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