High Point Wealth Management, LLC
● SEC registered since 2024CRD 147111SEC# 801-130139Chester, NJ
Reg. AUM
$192.9M
Employees
2
Accounts
374
Location
Chester, NJ
High Point Wealth Management, LLC assets under management
High Point Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Chester, NJ. The firm has been registered since 2024. It reports $192.9 million in regulatory assets under management and employs 2 people.
High Point Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford S Gruby Control | Managing Member / Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does High Point Wealth Management, LLC manage?
High Point Wealth Management, LLC reports $192.9 million in regulatory assets under management on its Form ADV.
How many employees does High Point Wealth Management, LLC have?
High Point Wealth Management, LLC reports 2 employees.
Where is High Point Wealth Management, LLC located?
High Point Wealth Management, LLC is based in Chester, NJ and has been SEC-registered since 2024.
Does High Point Wealth Management, LLC disclose fund performance?
High 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
| Address | 31 Fairmount Ave., Suite 105, Chester, NJ 07930 |
| Phone | 908-975-3367 |
| Fax | 908-975-3367 |
| Office hours | 9:00a.m.-5:00p.m. Et |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$192.9Mregulatory AUM
Discretionary $192.9M