RIA Intel›Advisers›Wisconsin›POINT WEALTH, LLC

POINT WEALTH, LLC

Advisory

WAUSAU, WI

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in WI

#353

of 354 advisers by AUM

Average account

$135K

across 239 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients63

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

63 clients

52 high-net-worth

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

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Advisers of similar size in WI

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

BILTMORE INVESTMENT MANAGEMENT, LLC

$32M

MADISON WEALTH MANAGEMENT SERVICES, INC.

$32M

ASSET MANAGEMENT GROUP INC.

$32M

HAWKINS, ASH, BAPTIE WEALTH MANAGEMENT, LLC

$32M

BFN ASSET MANAGEMENT, INC.

$34M

BAIRD KAILASH GROUP, LLC

$34M

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