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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DISCH, PETER, VINCENT | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 17, 2025 REGISTERED
Notice Filings (9)
CA CT FL MA ME NH NY TX VT
Address
ONE INTERNATIONAL PLACESUITE 4520
BOSTON, MA 02110
United States
Phone: (617) 585-0050