Investment adviser · CRD 287603
BRENTON POINT WEALTH ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Aug 25, 2025
- Regulatory AUM
- $27.7M Form ADV · Item 5.F
- Client accounts
- 94 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 9 | $16,676,655 | 60.2% |
| High-net-worth individuals | 21 | $11,002,833 | 39.8% |
Filing source
Form ADV 2011561 · Aug 25, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
900 THIRD AVENUENEW YORK, NY, 10022, United States
CRD 287603
Filing source
Form ADV 2011561 · Aug 25, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.