BLACK POINT WEALTH MANAGEMENT, LLC

BLACK POINT WEALTH MANAGEMENT
NAPLES, Florida·1 registered advisor·CRD# 329358
SEC# 801-1296882239-306-6300
01

Firm Overview

AUM
$188M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BLACK POINT WEALTH MANAGEMENT, LLC

1 registered advisor
Jonathan Holden Harris
NAPLES, Florida
05

Office Locations

NAPLES, Florida
1 advisor

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Data sourced from SEC Form ADV filings. BLACK POINT WEALTH MANAGEMENT, LLC (CRD# 329358) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.