# Blue Point Strategic Wealth Management, LLC

> 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.

- CRD: 166617
- Filed as: BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fair Lawn, NJ
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166617
- AdvisorCensus page: https://advisorcensus.com/firm/blue-point-strategic-wealth-management-llc-fair-lawn-nj-166617

## Quick answers

**How is Blue Point Strategic Wealth Management, LLC compensated?**
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.

**Where is Blue Point Strategic Wealth Management, LLC located?**
Blue Point Strategic Wealth Management, LLC's principal office is in Fair Lawn, NJ, according to its Form ADV.

**Is Blue Point Strategic Wealth Management, LLC registered with the SEC or a state?**
Blue Point Strategic Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 166617.

**How much does Blue Point Strategic Wealth Management, LLC manage?**
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).

**What types of clients does Blue Point Strategic Wealth Management, LLC serve?**
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).

**Does Blue Point Strategic Wealth Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,016,030
- Discretionary: $17,016,030
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $6,328,281 |
| High net worth individuals | 18 | $9,059,734 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,628,015 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PR
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166617

### Websites listed on Form ADV (Item 1.I)
- bluepointinvesting.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Point Strategic Wealth Management, LLC (CRD 166617): Form ADV filing data as of October 2026.