BRENTON POINT WEALTH ADVISORS LLC
CRD #287603 SEC #801-110114 NEW YORK, NY 212-451-1400
SEC Registered
Total AUM
$27.7M
Discretionary
$22.1M
Employees
18
Clients
26
Accounts
94
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $27.7M | $22.1M | $5.6M | 18 | 0 |
| Mar 2025 | $27.7M | $22.1M | $5.6M | 18 | 0 |
| Mar 2024 | $31.8M | $18.7M | $13M | 14 | 0 |
| Mar 2023 | $28.8M | $22.7M | $6M | 14 | 0 |
| Mar 2022 | $33.4M | $10.4M | $23M | 14 | 0 |
| Jan 2022 | $642.8M | $105.9M | $536.9M | 20 | 0 |
| Mar 2021 | $642.8M | $105.9M | $536.9M | 20 | 0 |
| Jul 2020 | $550M | $96.9M | $453.2M | 21 | 0 |
| Jul 2020 | $550M | $96.9M | $453.2M | 21 | 0 |
| Jun 2020 | $550M | $96.9M | $453.2M | 21 | 0 |
| Jun 2020 | $550M | $96.9M | $453.2M | 21 | 0 |
| Mar 2020 | $550M | $96.9M | $453.2M | 21 | 0 |
| Oct 2019 | $410.3M | $70.6M | $339.6M | 21 | 0 |
| Jul 2019 | $410.3M | $70.6M | $339.6M | 21 | 0 |
| Mar 2019 | $410.3M | $70.6M | $339.6M | 21 | 0 |
| Mar 2018 | $358.4M | $320.1M | $38.3M | 18 | 0 |
| Mar 2018 | $358.4M | $320.1M | $38.3M | 18 | 0 |
| Jul 2017 | $301M | $32.2M | $268.9M | 19 | 0 |
DateAug 2025
Total AUM$27.7M
Discretionary$22.1M
Non-Disc.$5.6M
Employees18
Clients0
DateMar 2025
Total AUM$27.7M
Discretionary$22.1M
Non-Disc.$5.6M
Employees18
Clients0
DateMar 2024
Total AUM$31.8M
Discretionary$18.7M
Non-Disc.$13M
Employees14
Clients0
DateMar 2023
Total AUM$28.8M
Discretionary$22.7M
Non-Disc.$6M
Employees14
Clients0
DateMar 2022
Total AUM$33.4M
Discretionary$10.4M
Non-Disc.$23M
Employees14
Clients0
DateJan 2022
Total AUM$642.8M
Discretionary$105.9M
Non-Disc.$536.9M
Employees20
Clients0
DateMar 2021
Total AUM$642.8M
Discretionary$105.9M
Non-Disc.$536.9M
Employees20
Clients0
DateJul 2020
Total AUM$550M
Discretionary$96.9M
Non-Disc.$453.2M
Employees21
Clients0
DateJul 2020
Total AUM$550M
Discretionary$96.9M
Non-Disc.$453.2M
Employees21
Clients0
DateJun 2020
Total AUM$550M
Discretionary$96.9M
Non-Disc.$453.2M
Employees21
Clients0
DateJun 2020
Total AUM$550M
Discretionary$96.9M
Non-Disc.$453.2M
Employees21
Clients0
DateMar 2020
Total AUM$550M
Discretionary$96.9M
Non-Disc.$453.2M
Employees21
Clients0
DateOct 2019
Total AUM$410.3M
Discretionary$70.6M
Non-Disc.$339.6M
Employees21
Clients0
DateJul 2019
Total AUM$410.3M
Discretionary$70.6M
Non-Disc.$339.6M
Employees21
Clients0
DateMar 2019
Total AUM$410.3M
Discretionary$70.6M
Non-Disc.$339.6M
Employees21
Clients0
DateMar 2018
Total AUM$358.4M
Discretionary$320.1M
Non-Disc.$38.3M
Employees18
Clients0
DateMar 2018
Total AUM$358.4M
Discretionary$320.1M
Non-Disc.$38.3M
Employees18
Clients0
DateJul 2017
Total AUM$301M
Discretionary$32.2M
Non-Disc.$268.9M
Employees19
Clients0