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Long Point Wealth Management
LONG POINT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WELLFLEET, MA. The firm manages approximately $38 million in regulatory assets.
Long Point Wealth Management
LONG POINT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WELLFLEET, MA. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Wellfleet
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What services does Long Point Wealth Management offer?
Long Point provides investment management, financial planning, estate planning, trust administration, and philanthropic advisory — essentially acting as a coordinated multi-family office for its clients. It charges fees based on assets under management, per its SEC registration.
Is Long Point Wealth Management a single-family office or multi-family office?
Long Point operates as a multi-family office, serving multiple unrelated high-net-worth families. It is registered with the SEC as a fee-only RIA, meaning it must disclose its advisory practices and client-asset levels.
What asset classes does Long Point typically invest in for clients?
Long Point constructs diversified portfolios across public equities, fixed income, private investments, and real assets. Client portfolios are individually tailored based on risk tolerance and liquidity needs.
Does Long Point Wealth Management make direct private investments or co-investments?
Long Point does allocate to private investments on behalf of clients, but deal-level details — including specific co-investments or GP relationships — are not publicly disclosed. The firm emphasizes coordinated wealth planning rather than promotional direct-deal narratives.
What is the minimum asset threshold to become a client at Long Point?
Long Point does not publicly state a minimum account size. Most multi-family RIAs in this segment require at least $5–10 million in investable assets, though the exact threshold is disclosed only during engagement.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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