PLUM POINTE WEALTH MANAGEMENT, LLC
Legal name: PLUM POINTE WEALTH MANAGEMENT
CRD #332618 SEC #801-131283 PROVIDENCE, RI 401-228-8258
SEC Registered
Total AUM
$206.7M
Discretionary
$206.7M
Employees
4
Clients
0
Accounts
935
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $206.7M | $206.7M | $0 | 4 | 1 |
| Sep 2025 | $206.7M | $206.7M | $0 | 4 | 1 |
| Feb 2025 | $206.7M | $206.7M | $0 | 4 | 1 |
| Oct 2024 | $0 | $0 | $0 | 4 | 0 |
| Sep 2024 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees4
Clients1
DateSep 2025
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees4
Clients1
DateFeb 2025
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees4
Clients1
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0