# BluePoint Wealth Advisors

BluePoint Wealth Advisors is a Multi Family Office based in Irvine.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Irvine
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://bluepointwealth.com

## Regulatory record

- **CRD number:** 315850
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315850

## About

Bluepoint Wealth is a fee-only financial advisory practice in Irvine, CA offering independent fiduciary advice. The advisor is a CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) focused on retirement, tax, and investment strategies. Most clients are in Southern California, with work also done with families across the country. Accounts are held at Charles Schwab.

## People

- Jason Stein — CFP®, RICP®

## Questions

### What is BluePoint's investment minimum?

Investment minimums are not publicly disclosed. Many multi-family offices require $5 million or more in investable assets, but this is unconfirmed. Minimums often depend on service level.

## Related profiles

- [3rd Level Wealth](https://altss.com/profile/3rd-level-wealth)
- [B. Riley Wealth Private Shares](https://altss.com/profile/b-riley-wealth-private-shares)

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Last updated: 2026-08-11T15:06:20.694Z

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