WHALEROCK POINT PARTNERS, LLC

CRD 140781File 801-66848

APPROVED

Retail clients

Custody

Filing as of Jan 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.04B

Above cohort median (national)

Discretionary AUM

$1.04B

Clients

136

345 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 12, 2006
Principal office: 319 CLEMATIS STREET, SUITE 610, WEST PALM BEACH, FL, 33401
Phone: 401-228-7799
Website: HTTP://WWW.WRPOINT.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.04B
Discretionary AUM: $1.04B
Non-discretionary AUM: $0
Discretionary accounts: 345
Non-discretionary accounts: 0
Total accounts: 345
AUM per client: $7.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$380.2M
Charitable organizations	Fewer than 5	$5.5M
High net worth individuals	75	$628.5M
Individuals (other than high net worth individuals)	56	$24.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.