POINT VIEW WEALTH MANAGEMENT, INC.
CRD #106119 SEC #801-43340 SUMMIT, NJ 908-598-1717
SEC Registered
Total AUM
$379.7M
Discretionary
$376.9M
Employees
5
Clients
26
Accounts
724
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $393.4M | $392.4M | $1M | 5 | 0 |
| Jun 2020 | $379.7M | $376.9M | $2.8M | 5 | 0 |
| Mar 2020 | $379.7M | $376.9M | $2.8M | 5 | 0 |
| Sep 2019 | $306.8M | $304.6M | $2.2M | 5 | 0 |
| Mar 2019 | $306.8M | $304.6M | $2.2M | 5 | 0 |
| Feb 2018 | $332.4M | $332.4M | $0 | 5 | 0 |
| Feb 2017 | $281.6M | $281.6M | $0 | 5 | 100 |
| Feb 2016 | $241.6M | $241.6M | $0 | 5 | 100 |
| Mar 2015 | $210.7M | $210.7M | $0 | 5 | 100 |
| Feb 2014 | $179.4M | $179.4M | $0 | 4 | 100 |
| Aug 2013 | $136.4M | $136.4M | $0 | 2 | 26 |
| Feb 2013 | $136.4M | $136.4M | $0 | 2 | 26 |
| Mar 2012 | $116.4M | $116.4M | $0 | 1 | 26 |
| Nov 2011 | $112.8M | $112.8M | $0 | 1 | 101 |
| Mar 2011 | $112.8M | $112.8M | $0 | 5 | -- |
| Jan 2011 | $112.8M | $112.8M | $0 | 5 | -- |
| Jan 2008 | $146M | $146M | $0 | 5 | -- |
| Jan 2007 | $123.8M | $123.8M | $0 | 5 | -- |
| Jan 2006 | $99.6M | $99.6M | $0 | 5 | -- |
| Jan 2005 | $87.3M | $87.3M | $0 | 5 | -- |
| Jun 2004 | $63.6M | $63.6M | $0 | 5 | -- |
| Jan 2004 | $63.6M | $63.6M | $0 | 5 | -- |
DateJan 2021
Total AUM$393.4M
Discretionary$392.4M
Non-Disc.$1M
Employees5
Clients0
DateJun 2020
Total AUM$379.7M
Discretionary$376.9M
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2020
Total AUM$379.7M
Discretionary$376.9M
Non-Disc.$2.8M
Employees5
Clients0
DateSep 2019
Total AUM$306.8M
Discretionary$304.6M
Non-Disc.$2.2M
Employees5
Clients0
DateMar 2019
Total AUM$306.8M
Discretionary$304.6M
Non-Disc.$2.2M
Employees5
Clients0
DateFeb 2018
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$281.6M
Discretionary$281.6M
Non-Disc.$0
Employees5
Clients100
DateFeb 2016
Total AUM$241.6M
Discretionary$241.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$210.7M
Discretionary$210.7M
Non-Disc.$0
Employees5
Clients100
DateFeb 2014
Total AUM$179.4M
Discretionary$179.4M
Non-Disc.$0
Employees4
Clients100
DateAug 2013
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees2
Clients26
DateFeb 2013
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$99.6M
Discretionary$99.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$87.3M
Discretionary$87.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees5
Clients--