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POINT ONE PRIVATE WEALTH

Legal name: POINT ONE PRIVATE WEALTH LLC

CRD 339679File 801-137318
APPROVED-120
Custody
Filing as of Aug 22, 2026
Feed vintage Sep 17, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Sep 16, 2026
Principal office
Not reported
Phone
615-659-5000
Website
https://www.pointoneprivatewealth.com/

Assets & accounts

ADV Item 5F
Total regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Discretionary accounts
0
Non-discretionary accounts
0
Total accounts
0
AUM per client
—

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • 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
No
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.

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “POINT ONE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“POINT ONE” may also match similarly-named firms). Confirm identity against each filing.

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.