RIA Intel›Advisers›Texas›CLEARPOINT WEALTH MANAGEMENT, LLC

CLEARPOINT WEALTH MANAGEMENT, LLC

Advisory

COLLEYVILLE, TX

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in TX

#1,604

of 2,813 advisers by AUM

Average account

$500K

across 136 accounts

AUM per adviser

$17M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$68M

Discretionary AUM$68M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

42 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

LANTERN ASSET MANAGEMENT, L.P.

$68M

SIGNATURE FA, LLC

$68M

PENN STREET CAPITAL MANAGEMENT LLC

$68M

TRI-STAR ADVISORS INC.

$68M

MCGARR CAPITAL MANAGEMENT CORP

$68M

ALPHA CAPITAL LLC

$68M

Get the full picture on CLEARPOINT WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CLEARPOINT WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans