RIA Intel›Advisers›Massachusetts›LONG POINT WEALTH MANAGEMENT, LLC

LONG POINT WEALTH MANAGEMENT, LLC

Advisory

MA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Rank in MA

#1,215

of 1,590 advisers by AUM

Average account

$289K

across 133 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NJ

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

33 clients

14 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 MA

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

MACDONALD WEALTH MANAGEMENT, LLC

$38M

TAILWIND WEALTH MANAGEMENT, LLC

$38M

MARTINELLI DISCENZA INVESTMENT COUNSEL, INC.

$39M

BURTON, WILLIAM LAWRENCE

$38M

LIGHTHOUSE ASSET MANAGEMENT LLC

$38M

BENTLEY WEALTH MANAGEMENT, LLC

$39M

Get the full picture on LONG POINT WEALTH MANAGEMENT, LLC

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

Create a free account →See plans