# Clearpoint Wealth Management

Clearpoint Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 337649
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337649

## About

CLEARPOINT WEALTH MANAGEMENT is a state-registered investment adviser in COLLEYVILLE, TX. The firm manages approximately $68 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Infrastructure

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Last updated: 2026-07-06T01:24:14.225Z

Canonical page: https://altss.com/profile/clearpoint-wealth-management

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