| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Scott Dunckley Control | Chief Compliance Officer | Under 5% | 2024 |
| John Edward Williams Control | Member | 50-75% | 2024 |
| Plum Pointe Wealth Management, Ltd Control | Member | 50-75% | 2024 |
Plum Pointe Wealth Management, LLC reports $206.7 million in regulatory assets under management on its Form ADV.
Plum Pointe Wealth Management, LLC reports 4 employees.
Plum Pointe Wealth Management, LLC is based in Providence, RI and has been SEC-registered since 2024.
Plum Pointe Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 225 Dyer Street, Fl 2, Providence, RI 02903 |
| Phone | 401-228-8258 |
| Office hours | 401-228-8258 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $206.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $206.7M |