1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HIGH POINT WEALTH MANAGEMENT, LLC

Map pinCHESTER, NJ
Phone908-975-3367
NotebookSEC #801-130139
Total AUM
$192.9M
Employees
2
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 FAIRMOUNT AVE.
SUITE 105
CHESTER
NJ 07930
United States
Operating Hours
9:00AM-5:00PM ET
Monday - Friday
Phone
908-975-3367

ReceiptFinancials

Total AUM
$192.9M
Accounts
374
Discretionary
$192.9M
Accounts
374
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
103
AUM
$20M
HNW Individual Clients
43
AUM
$172.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account