# Action Point Retirement Group LLC

Action Point Retirement Group LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/aaron-wassenaar-cbfa-55701b92

## Regulatory record

- **CRD number:** 282058
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282058

## About

ACTION POINT RETIREMENT GROUP LLC is a state-registered investment adviser with $88 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Questions

### What is the minimum investable asset threshold for clients at Action Point Retirement Group?

Minimum thresholds are not publicly disclosed. Many similar retirement-focused multi-family offices require at least $5M–$10M in investable assets.

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- [Breach Inlet Capital Management](https://altss.com/profile/breach-inlet-capital-management-llc)
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Last updated: 2026-07-06T01:24:10.792Z

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