Multi-Family OfficeRIA · CRD 166617SEC-Registered

Updated:

Blue Point Strategic Wealth Management, LLC

BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in FAIR LAWN, NJ. The firm manages approximately $17 million in assets.

Blue Point Strategic Wealth Management, LLC

BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in FAIR LAWN, NJ. The firm manages approximately $17 million in assets. It has 4 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

Is Blue Point Strategic Wealth Management a family office?

Public records classify Blue Point Strategic Wealth Management as a registered investment advisor, not explicitly a family office. Its name suggests a wealth management function, but without disclosure, its exact structure—whether a single-family office, multi-family office, or general RIA—is unknown (per SEC registration).

Who manages Blue Point Strategic Wealth Management?

No named officers, partners, or investment professionals are publicly associated with the firm. SEC filings may list a principal, but those records are not readily accessible in standard databases.

What is the firm's investment strategy?

The firm's investment strategy is not publicly disclosed. No asset-class allocations, sector preferences, or geographic focus are available. It may offer traditional wealth management services, but this is speculation.

Does Blue Point Strategic Wealth Management serve external clients?

As a registered investment advisor, it is licensed to manage assets for clients. Whether it serves multiple families or a single entity is unknown. No client references or testimonials are public.

Where is Blue Point Strategic Wealth Management located?

The firm's headquarters location is not publicly confirmed. SEC registration typically requires a business address, but that information has not been captured in available sources.

What is the firm's AUM?

Assets under management are not disclosed. The firm may not be required to publicly report AUM if it is below certain thresholds or operates in a private capacity.

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