RIA Intel›Advisers›New York›BRENTON POINT WEALTH ADVISORS LLC

BRENTON POINT WEALTH ADVISORS LLC

Advisory

N·NEW YORK, NY

Data as of Mar 25, 2024 · Source: SEC Form ADV

Total AUM

$28M

1-Year AUM Growth

+10.6%

3-Year CAGR

-63.3%

Employees

4

Assets Under Management

Total AUM$28M

Discretionary AUM$22M

Non-Discretionary AUM$6M

Discretionary %79.8%

Total Clients30

Team

Total Employees4

Investment Advisers18

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record19

First FilingMar 1, 2017

Latest FilingMar 25, 2024

🔒 Full AUM trend chart and 19 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BRENTON POINT WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.