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High Point Wealth Management, LLC

● SEC registered since 2024CRD 147111SEC# 801-130139Chester, NJ
Export (members)
Reg. AUM
$173.3M
Employees
2
Accounts
328
Location
Chester, NJ

High Point Wealth Management, LLC assets under management

High Point Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Chester, NJ. The firm has been registered since 2024. It reports $173.3 million in regulatory assets under management and employs 2 people.

High Point Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Bradford S Gruby ControlManaging Member / Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does High Point Wealth Management, LLC manage?

High Point Wealth Management, LLC reports $173.3 million in regulatory assets under management on its Form ADV.

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

High Point Wealth Management, LLC reports 2 employees.

Where is High Point Wealth Management, LLC located?

High Point Wealth Management, LLC is based in Chester, NJ and has been SEC-registered since 2024.

Does High Point Wealth Management, LLC disclose fund performance?

High 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

Address31 Fairmount Ave., Suite 105, Chester, NJ 07930
Phone908-975-3367
Fax908-975-3367
Office hours9:00a.m.-5:00p.m. Et
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$173.3M
Non-discretionary$0
Total (RAUM)$173.3M