Black Point Wealth Management, LLC
CRD 329358SEC# 801-129688
No longer SEC-registered. Black Point Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$184.8M
Employees
4
Accounts
311
Location
—
Black Point Wealth Management, LLC assets under management
Black Point Wealth Management, LLC operates as an SEC-registered investment adviser. It reports $184.8 million in regulatory assets under management and employs 4 people.
Black Point Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Holden Harris Control | Sole Llc Member, Managing Member, Cco | Over 75% | 2023 |
Frequently asked questions
How much does Black Point Wealth Management, LLC manage?
Black Point Wealth Management, LLC reports $184.8 million in regulatory assets under management on its Form ADV.
How many employees does Black Point Wealth Management, LLC have?
Black Point Wealth Management, LLC reports 4 employees.
Does Black Point Wealth Management, LLC disclose fund performance?
Black 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
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$184.8M▼ 1%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$184.8Mregulatory AUM
Discretionary $184.8M