HIGH POINT WEALTH MANAGEMENT, LLC
CRD #147111 SEC #801-130139 CHESTER, NJ 908-975-3367
SEC Registered
Total AUM
$173.3M
Discretionary
$173.3M
Employees
2
Clients
0
Accounts
328
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2025
- 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 |
|---|---|---|---|---|
| GRUBY, BRADFORD, S | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| GRUBY, BRADFORD, S | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (4)
NJ NY PA TX
Address
31 FAIRMOUNT AVE.SUITE 105
CHESTER, NJ 07930
United States
Phone: 908-975-3367