{
  "crd_number": 166617,
  "slug": "blue-point-strategic-wealth-management-llc-fair-lawn-nj-166617",
  "primary_business_name": "BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC",
  "legal_name": "BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Fair Lawn",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-01-08",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 17016030.0,
  "raum_discretionary": 17016030.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 6328281.0,
      "count": 25
    },
    "pension_profit_sharing": {
      "raum": 1628015.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 9059734.0,
      "count": 18
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "NJ",
    "PR"
  ],
  "websites": [
    "https://bluepointinvesting.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166617",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "FAIR LAWN",
  "url": "https://advisorcensus.com/firm/blue-point-strategic-wealth-management-llc-fair-lawn-nj-166617",
  "display_name": "Blue Point Strategic Wealth Management, LLC",
  "summary": "Blue Point Strategic Wealth Management, LLC is a state-registered investment advisory firm in Fair Lawn, NJ, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Blue Point Strategic Wealth Management, LLC (CRD 166617): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Blue Point Strategic Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blue Point Strategic Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Blue Point Strategic Wealth Management, LLC located?",
      "a": "Blue Point Strategic Wealth Management, LLC's principal office is in Fair Lawn, NJ, according to its Form ADV."
    },
    {
      "q": "Is Blue Point Strategic Wealth Management, LLC registered with the SEC or a state?",
      "a": "Blue Point Strategic Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 166617."
    },
    {
      "q": "How much does Blue Point Strategic Wealth Management, LLC manage?",
      "a": "Blue Point Strategic Wealth Management, LLC reports $17,016,030 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Blue Point Strategic Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (18); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Does Blue Point Strategic Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166617"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/blue-point-strategic-wealth-management-llc-fair-lawn-nj-166617.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 6328281.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18,
      "fewer_than_5": false,
      "raum": 9059734.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1628015.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166617",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}