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BRENTON POINT WEALTH ADVISORS LLC

NEW YORK, NY · CRD 287603 · IAPD ↗ · brentonpoint.com · 212-451-1400

$27.7MRegulatory AUM
4Advisory reps
18Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — BRENTON POINT WEALTH ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $27.7M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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