Investment adviser · CRD 147082

GREAT POINT WEALTH ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $726M
Client accounts: 1,218
Employees: 5
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	245	$580,432,541	80.0%
Individuals	207	$87,179,852	12.0%
Retirement plans	5	$27,489,031	3.8%
Other clients	Fewer than 5	$26,461,000	3.6%
Pooled investment vehicles	1	$2,953,555	0.4%
Corporations & businesses	Fewer than 5	$1,252,506	0.2%

Filing source

Form ADV 2054262 · Mar 27, 2026 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RACE ROCK MULTI-STRATEGY FUND LPHedge Fund · Last reported Mar 27, 2026$3.24MGross asset value

Fund administrator REPOOL INC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor WALTER AND SHUFFAIN, P.C. NEW YORK, New York, United States

Custodian FIDELITY CLEARING AND CUSTODY SOLUTIONS COVINGTON, Kentucky, United States Related to adviser: No

Prime broker FIDELITY CLEARING AND CUSTODY SOLUTIONS CONVINGTON, Kentucky, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

WALTER AND SHUFFAIN, P.C.
PCAOB 5439

Fund details & source

Fund ID: 805-4599583639
Reported beneficial owners: 8
Minimum commitment: $150K

Form ADV 2054262 · Mar 27, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

ONE INTERNATIONAL PLACE, SUITE 4520
BOSTON, MA, 02110, United States

CRD 147082

Filing source

Form ADV 2054262 · Mar 27, 2026 · 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.