LP Profile

Great Point Wealth Advisors

Also known as great point wealth

Wealth ManagerBoston, United StatesFounded 2008
$337M
Assets Under Management
Boston
Headquarters
Investment Focus

About Great Point Wealth Advisors

Looking for a trusted wealth management firm? Great Point Wealth Advisors delivers comprehensive solutions for financial independence and generational prosperity.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Great Point Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$725.8M
Total Clients
1,218
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Great Point Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is Great Point Wealth Advisors?

Great Point Wealth Advisors is a wealth manager based in Boston, United States, managing approximately $337M in assets.

Where is Great Point Wealth Advisors headquartered?

Great Point Wealth Advisors is headquartered in Boston, United States.

How much does Great Point Wealth Advisors manage?

Great Point Wealth Advisors manages approximately $337M in assets under management.

When was Great Point Wealth Advisors founded?

Great Point Wealth Advisors was founded in 2008.

How can I contact Great Point Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for Great Point Wealth Advisors are available on LPbacked. Create a free account to access them.