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Black Point Wealth Management, LLC

CRD 329358SEC# 801-129688
Export (members)
No longer SEC-registered. Black Point Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$184.8M
Employees
4
Accounts
311
Location

Black Point Wealth Management, LLC assets under management

Black Point Wealth Management, LLC operates as an SEC-registered investment adviser. It reports $184.8 million in regulatory assets under management and employs 4 people.

Black Point Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jonathan Holden Harris ControlSole Llc Member, Managing Member, CcoOver 75%2023

Frequently asked questions

How much does Black Point Wealth Management, LLC manage?

Black Point Wealth Management, LLC reports $184.8 million in regulatory assets under management on its Form ADV.

How many employees does Black Point Wealth Management, LLC have?

Black Point Wealth Management, LLC reports 4 employees.

Does Black Point Wealth Management, LLC disclose fund performance?

Black Point Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$184.8M
Non-discretionary$0
Total (RAUM)$184.8M