Rock Point Advisors, LLC
Rock Point Advisors, LLC is an SEC-registered wealth manager in Burlington, VT with $655.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Rock Point Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130825, SEC 801-62923, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $655.7M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Burlington, VT
- Employees
- 9
- Clients
- 243
- CRD
- 130825
- Ownership
- HUFFMAN, MICHAEL, LEIGHTON; WULFSON, TODD, ALAN; HUMPHREY, TIMOTHY, A; CULVER, BRIAN, RICHARD; PEMBERTON, EVAN, ISAIAH
How much AUM does Rock Point Advisors, LLC have?
Rock Point Advisors, LLC reported $655.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Rock Point Advisors, LLC?
Disclosed owners and executives of Rock Point Advisors, LLC include HUFFMAN, MICHAEL, LEIGHTON, WULFSON, TODD, ALAN, HUMPHREY, TIMOTHY, A, CULVER, BRIAN, RICHARD, PEMBERTON, EVAN, ISAIAH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.