GREAT POINT WEALTH ADVISORS, LLC
CRD #147082 SEC #801-70479 BOSTON, MA (617) 585-0050
SEC Registered Private Funds
Total AUM
$627.5M
Discretionary
$604.6M
Employees
5
Clients
101
Accounts
1,137
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $627.5M | $604.6M | $22.9M | 5 | 0 |
| Mar 2025 | $627.5M | $604.6M | $22.9M | 5 | 0 |
| Apr 2024 | $545.9M | $525.4M | $20.5M | 5 | 0 |
| Mar 2024 | $545.9M | $525.4M | $20.5M | 5 | 0 |
| Jul 2023 | $464.4M | $440.7M | $23.7M | 6 | 0 |
| Mar 2023 | $464.4M | $440.7M | $23.7M | 6 | 0 |
| Mar 2022 | $548.9M | $518.9M | $30M | 5 | 0 |
| Mar 2022 | $548.9M | $518.9M | $30M | 5 | 0 |
| Mar 2021 | $469.2M | $412M | $57.1M | 4 | 0 |
| Jun 2020 | $415.9M | $356.6M | $59.3M | 5 | 0 |
| Mar 2020 | $415.9M | $356.6M | $59.3M | 5 | 0 |
| Mar 2019 | $336.6M | $274.6M | $61.9M | 4 | 0 |
| Jan 2018 | $317.9M | $268.3M | $49.6M | 4 | 0 |
| Mar 2017 | $252M | $213.8M | $38.2M | 3 | 200 |
| May 2016 | $201.6M | $170.1M | $31.5M | 3 | 100 |
| Mar 2016 | $201.6M | $170.1M | $31.5M | 3 | 100 |
| Jul 2015 | $192.9M | $152.4M | $40.5M | 4 | 100 |
| Mar 2015 | $192.9M | $152.4M | $40.5M | 4 | 100 |
| Aug 2014 | $157.8M | $134.6M | $23.2M | 3 | 100 |
| Jul 2014 | $157.8M | $134.6M | $23.2M | 3 | 100 |
| Mar 2014 | $151M | $134.6M | $16.4M | 3 | 100 |
| Jun 2013 | $134.1M | $108.9M | $25.3M | 3 | 100 |
| Mar 2013 | $134.1M | $108.9M | $25.3M | 3 | 100 |
| Mar 2012 | $119.5M | $96.8M | $22.7M | 1 | 26 |
| May 2011 | $115.7M | $95.8M | $19.9M | 5 | -- |
| Mar 2011 | $115.7M | $95.8M | $19.9M | 5 | -- |
| Jun 2010 | $89.7M | $89.7M | $0 | 5 | -- |
| Oct 2009 | $87M | $87M | $0 | 5 | -- |
DateNov 2025
Total AUM$627.5M
Discretionary$604.6M
Non-Disc.$22.9M
Employees5
Clients0
DateMar 2025
Total AUM$627.5M
Discretionary$604.6M
Non-Disc.$22.9M
Employees5
Clients0
DateApr 2024
Total AUM$545.9M
Discretionary$525.4M
Non-Disc.$20.5M
Employees5
Clients0
DateMar 2024
Total AUM$545.9M
Discretionary$525.4M
Non-Disc.$20.5M
Employees5
Clients0
DateJul 2023
Total AUM$464.4M
Discretionary$440.7M
Non-Disc.$23.7M
Employees6
Clients0
DateMar 2023
Total AUM$464.4M
Discretionary$440.7M
Non-Disc.$23.7M
Employees6
Clients0
DateMar 2022
Total AUM$548.9M
Discretionary$518.9M
Non-Disc.$30M
Employees5
Clients0
DateMar 2022
Total AUM$548.9M
Discretionary$518.9M
Non-Disc.$30M
Employees5
Clients0
DateMar 2021
Total AUM$469.2M
Discretionary$412M
Non-Disc.$57.1M
Employees4
Clients0
DateJun 2020
Total AUM$415.9M
Discretionary$356.6M
Non-Disc.$59.3M
Employees5
Clients0
DateMar 2020
Total AUM$415.9M
Discretionary$356.6M
Non-Disc.$59.3M
Employees5
Clients0
DateMar 2019
Total AUM$336.6M
Discretionary$274.6M
Non-Disc.$61.9M
Employees4
Clients0
DateJan 2018
Total AUM$317.9M
Discretionary$268.3M
Non-Disc.$49.6M
Employees4
Clients0
DateMar 2017
Total AUM$252M
Discretionary$213.8M
Non-Disc.$38.2M
Employees3
Clients200
DateMay 2016
Total AUM$201.6M
Discretionary$170.1M
Non-Disc.$31.5M
Employees3
Clients100
DateMar 2016
Total AUM$201.6M
Discretionary$170.1M
Non-Disc.$31.5M
Employees3
Clients100
DateJul 2015
Total AUM$192.9M
Discretionary$152.4M
Non-Disc.$40.5M
Employees4
Clients100
DateMar 2015
Total AUM$192.9M
Discretionary$152.4M
Non-Disc.$40.5M
Employees4
Clients100
DateAug 2014
Total AUM$157.8M
Discretionary$134.6M
Non-Disc.$23.2M
Employees3
Clients100
DateJul 2014
Total AUM$157.8M
Discretionary$134.6M
Non-Disc.$23.2M
Employees3
Clients100
DateMar 2014
Total AUM$151M
Discretionary$134.6M
Non-Disc.$16.4M
Employees3
Clients100
DateJun 2013
Total AUM$134.1M
Discretionary$108.9M
Non-Disc.$25.3M
Employees3
Clients100
DateMar 2013
Total AUM$134.1M
Discretionary$108.9M
Non-Disc.$25.3M
Employees3
Clients100
DateMar 2012
Total AUM$119.5M
Discretionary$96.8M
Non-Disc.$22.7M
Employees1
Clients26
DateMay 2011
Total AUM$115.7M
Discretionary$95.8M
Non-Disc.$19.9M
Employees5
Clients--
DateMar 2011
Total AUM$115.7M
Discretionary$95.8M
Non-Disc.$19.9M
Employees5
Clients--
DateJun 2010
Total AUM$89.7M
Discretionary$89.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--