# Long Point Wealth Management

Long Point Wealth Management is a Multi Family Office based in Wellfleet, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Wellfleet, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 313540
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313540

## About

LONG POINT WEALTH MANAGEMENT, LLC is a state-registered investment adviser in WELLFLEET, MA. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Private Wealth
- Multi-Family Office

## Questions

### 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.

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Last updated: 2026-07-06T01:24:20.477Z

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