BLACK POINT WEALTH MANAGEMENT
BLACK POINT WEALTH MANAGEMENT, LLC Legal Name
Adviser information for BLACK POINT WEALTH MANAGEMENT last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Other Business Activities | Insurance broker or agent |
Identifiers
SEC RIA File Number | 801-129688 |
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SEC ERA File Number | 801-129688 |
SEC CIK Numbers | None |
SEC CRD Numbers | 329358 |
Legal Entity Identifier | None |
Principal Office
849 7TH AVENUE SOUTHSUITE 201
NAPLES
FL
United States
Monday - Friday, 9AM - 5PM
Tel: 239-306-6300, Fax: 401-293-0222
Chief Compliance Officer
JONATHAN HARRIS
PRESIDENT, CEO
849 7TH AVENUE SOUTH
SUITE 201
NAPLES
FL
United States
Tel:
(239) 306-6300
Fax:
(401) 293-0222
J******@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
HARRIS, JONATHAN, HOLDEN | Individual | – | SOLE LLC MEMBER, MANAGING MEMBER, CCO | 11/2023 | > 75% |