Investment adviser · CRD 106119

POINT VIEW WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

SUMMIT, NJ, United States · Form ADV filed Jan 27, 2021

Regulatory AUM
$393M
Form ADV · Item 5.F
Client accounts
745
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals65$301,001,81476.5%
Individuals94$87,599,55322.3%
Corporations & businessesFewer than 5$1,907,5970.5%
CharitiesFewer than 5$1,850,3550.5%
Retirement plansFewer than 5$1,021,9700.3%
Filing source

Form ADV 1485844 · Jan 27, 2021 · 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 funds

The 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: Jan 27, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

382 SPRINGFIELD AVENUE, SUITE 208
SUMMIT, NJ, 07901-2707, United States

CRD 106119

Filing source

Form ADV 1485844 · Jan 27, 2021 · 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.