LP Profile

StrategicPoint Investment Advisors

Also known as strategicpoint

Wealth ManagerProvidence, United StatesFounded 1992

Providence

Headquarters

Investment Focus

About StrategicPoint Investment Advisors

StrategicPoint offers professional wealth management and financial advising tailored to your needs. Achieve your goals with our expert, personalized guidance.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to StrategicPoint Investment Advisors from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $914.8M
Total Clients: 1,934
Filing Date: March 30, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

Signal Feed

Recent Filings

Public filings matched to StrategicPoint Investment Advisors across SEC, IRS, DOL and international registers — newest first.

FORM ADV

STRATEGICPOINT INVESTMENT ADVISORS LLC

Mar 30, 2026

$914.8M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is StrategicPoint Investment Advisors?

StrategicPoint Investment Advisors is a wealth manager based in Providence, United States.

Where is StrategicPoint Investment Advisors headquartered?

StrategicPoint Investment Advisors is headquartered in Providence, United States.

When was StrategicPoint Investment Advisors founded?

StrategicPoint Investment Advisors was founded in 1992.

How can I contact StrategicPoint Investment Advisors?

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