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GREAT POINT WEALTH ADVISORS, LLC
CRD 147082File 801-70479
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$725.8M
Above cohort median (national)
Discretionary AUM
$701.3M
Non-discretionary $24.5M
Clients
460
1,218 accounts
Employees
5
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 7, 2009
- Principal office
- ONE INTERNATIONAL PLACE, SUITE 4520, BOSTON, MA, 02110
- Phone
- (617) 585-0050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $725.8M
- Discretionary AUM
- $701.3M
- Non-discretionary AUM
- $24.5M
- Discretionary accounts
- 1,216
- Non-discretionary accounts
- 2
- Total accounts
- 1,218
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.3M |
| High net worth individuals | 245 | $580.4M |
| Pooled investment vehicles | 1 | $3.0M |
| Pension and profit sharing plans | 5 | $27.5M |
| Individuals (other than high net worth individuals) | 207 | $87.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 462 | 460 |
| 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.