Great Point Wealth Advisors, LLC
Great Point Wealth Advisors, LLC is a multi-family office headquartered in Boston, United States. Founded in 2008, the firm stems from founder Peter Disch’s career in investment advisory and wealth management.

Great Point Wealth Advisors, LLC
Great Point Wealth Advisors, LLC is a multi-family office headquartered in Boston, United States. Founded in 2008, the firm stems from founder Peter Disch’s career in investment advisory and wealth management. It offers financial planning, portfolio construction, tax and estate strategy, and family governance solutions to affluent individuals and related entities across the United States—delivers goal-aligned planning and investment management.
General information
Firm type
Multi Family Office
Year founded
2008
AUM
—
Location
Region
North America
Country
—
City
Boston
Corporate office
02110, Boston, Massachusetts, US, 1 International Pl
Frequently asked questions
What is Great Point Wealth Advisors, LLC?
Great Point Wealth Advisors, LLC is a multi family office headquartered in Boston.
When was Great Point Wealth Advisors, LLC founded?
Great Point Wealth Advisors, LLC was founded in 2008.
Where is Great Point Wealth Advisors, LLC headquartered?
Great Point Wealth Advisors, LLC is headquartered in Boston, in the North America region.
How many professionals work at Great Point Wealth Advisors, LLC?
Altss tracks approximately 5 professionals associated with Great Point Wealth Advisors, LLC.
What does Altss track for Great Point Wealth Advisors, LLC?
Altss maintains an OSINT-verified profile of Great Point Wealth Advisors, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Great Point Wealth Advisors, LLC's website?
Great Point Wealth Advisors, LLC's public website is www.greatpointwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Great Point Wealth Advisors, LLC?
Great Point Wealth Advisors, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Great Point Wealth Advisors, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Great Point Wealth Advisors, LLC?
Great Point Wealth Advisors, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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