GREAT POINT WEALTH ADVISORS, LLC

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Great Point Wealth Advisors is based out of Boston. Great Point Wealth Advisors is a large advisory firm with 246 clients and discretionary assets under management (AUM) of $268,325,000 (Form ADV from 2017-10-01). Their last reported 13F filing for Q1 2019 included $117,747,000 in managed 13F securities and a top 10 holdings concentration of 74.76%. Great Point Wealth Advisors's largest holding is Vanguard Total Stock Market ETF with shares held of 135,939. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $117.747 Million
  • Prior Market Value $105.704 Million
  • New Purchases7 stocks
  • Additional Purchases15 stocks
  • Sold out of5 stocks
  • Reduced holdings in11 stocks
  • Top 10 Holdings % 74.76 %
  • Turnover % [1]:26.67%
  • Turnover Alt % [2]: 9.44 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.06%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GREAT POINT WEALTH ADVISORS, LLC
ONE INTERNATIONAL PLACE SUITE 4520
BOSTON MA    02110
Country: United States

Business Phone: 617-585-0050
Fax: 617-507-6036
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 35,179,000
Total Number of Clients: 246
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GREAT POINT WEALTH ADVISORS, LLC

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
DISCH, PETER, VINCENT MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
DISCH & ASSOCIATES, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2008-04-01

GREAT POINT WEALTH ADVISORS, LLC

ownership team - last updated 2017-03-02
Name Title Start Date Direct/Indirect % Ownership
DISCH, PETER, VINCENT MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
DISCH & ASSOCIATES, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2008-04-01

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