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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 15, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALVARADO, KAREN, JOHANNA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARADO, KAREN, JOHANNA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARADO, KAREN, JOHANNA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARADO, KAREN, JOHANNA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARADO, KAREN, JOHANNA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALVARADO, KAREN, JOHANNA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT AND CHIEF INVESTMENT STRATEGIST | NA | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT AND CHIEF INVESTMENT STRATEGIST | NA | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT AND CHIEF INVESTMENT STRATEGIST | NA | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT AND CHIEF INVESTMENT STRATEGIST | NA | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT AND CHIEF INVESTMENT STRATEGIST | NA | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT AND CHIEF INVESTMENT STRATEGIST | NA | Control |
| POLAND, TODD, MARTIN | I | GENERAL COUNSEL/SECRETARY | NA | Control |
| POLAND, TODD, MARTIN | I | GENERAL COUNSEL/SECRETARY | NA | Control |
| POLAND, TODD, MARTIN | I | GENERAL COUNSEL/SECRETARY | NA | Control |
| POLAND, TODD, MARTIN | I | GENERAL COUNSEL/SECRETARY | NA | Control |
| POLAND, TODD, MARTIN | I | GENERAL COUNSEL/SECRETARY | NA | Control |
| POLAND, TODD, MARTIN | I | GENERAL COUNSEL/SECRETARY | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP/CHIEF COMPLIANCE OFFICER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP AND TREASURER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP AND TREASURER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP AND TREASURER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP AND TREASURER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP AND TREASURER | NA | Control |
| TOTH, CLAIRE, ELLEN | I | VP AND TREASURER | NA | Control |
| DIETZE, DAVID | I | PRESIDENT | E | Control |
| DIETZE, DAVID | I | PRESIDENT | E | Control |
| DIETZE, DAVID | I | PRESIDENT | E | Control |
| DIETZE, DAVID | I | PRESIDENT | E | Control |
| DIETZE, DAVID | I | PRESIDENT | E | Control |
| DIETZE, DAVID | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| DIETZE, DAVID, GODDEN | I | PRESIDENT | E | Control |
| PEAPACK-GLADSTONE BANK | DE | SHAREHOLDER | E | Control |
| PEAPACK-GLADSTONE BANK | DE | SHAREHOLDER | E | Control |
| PEAPACK-GLADSTONE BANK | DE | SHAREHOLDER | E | Control |
| PEAPACK-GLADSTONE BANK | DE | SHAREHOLDER | E | Control |
| PEAPACK-GLADSTONE BANK | DE | SHAREHOLDER | E | Control |
| PEAPACK-GLADSTONE BANK | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PEPACK-GLADSTONE FINANCIAL CORPORATION | DE | PEAPACK-GLADSTONE BANK | E | Control |
| PEPACK-GLADSTONE FINANCIAL CORPORATION | DE | PEAPACK-GLADSTONE BANK | E | Control |
| PEPACK-GLADSTONE FINANCIAL CORPORATION | DE | PEAPACK-GLADSTONE BANK | E | Control |
| PEPACK-GLADSTONE FINANCIAL CORPORATION | DE | PEAPACK-GLADSTONE BANK | E | Control |
| PEPACK-GLADSTONE FINANCIAL CORPORATION | DE | PEAPACK-GLADSTONE BANK | E | Control |
| PEPACK-GLADSTONE FINANCIAL CORPORATION | DE | PEAPACK-GLADSTONE BANK | E | Control |
Registrations
Federal
IA
Jun 15, 2020 REGISTERED
Notice Filings (10)
CA FL MA NC NH NJ NY PA TX VA
Address
382 SPRINGFIELD AVENUESUITE 208
SUMMIT, NJ 07901-2707
United States
Phone: 908-598-1717