Firm profile: Great Point Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings
1 private fund reported on Form ADV Schedule D 7.B.1, $3.2M in combined gross assets.
GREAT POINT WEALTH ADVISORS, LLC is a registered investment adviser headquartered in BOSTON, MA, managing approximately $725.8M in assets across 1,218 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.