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 240 clients and discretionary assets under management (AUM) of $268,325,000 (Form ADV from 2017-10-01). Their last reported 13F filing for Q4 2018 included $105,704,000 in managed 13F securities and a top 10 holdings concentration of 75.27%. Great Point Wealth Advisors's largest holding is Vanguard Total Stock Market ETF with shares held of 132,212. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.88%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 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: 240
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 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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