Great Point Wealth Advisors, LLC
Great Point Wealth Advisors, LLC is an SEC-registered wealth manager in Boston, MA with $725.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Great Point Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147082, SEC 801-70479, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $725.8M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Boston, MA
- Employees
- 5
- Clients
- 462
- CRD
- 147082
- Ownership
- DISCH, PETER, VINCENT
How much AUM does Great Point Wealth Advisors, LLC have?
Great Point Wealth Advisors, LLC reported $725.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Great Point Wealth Advisors, LLC?
Disclosed owners and executives of Great Point Wealth Advisors, LLC include DISCH, PETER, VINCENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.