# Plum Pointe Wealth Management

Plum Pointe Wealth Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** plumpointe.com
- **LinkedIn:** https://www.linkedin.com/company/plum-pointe-wealth-management

## Regulatory record

- **CRD number:** 332618
- **SEC file number:** 801-131283
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332618

## About

PLUM POINTE WEALTH MANAGEMENT is an SEC-registered investment adviser in PROVIDENCE, RI, registered since 2024. The firm manages $105 million in assets, $100 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Related profiles

- [plocca](https://altss.com/profile/plocca)

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Last updated: 2026-06-03T20:00:00.000Z

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

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