# Bluepoint Wealth Advisors

> Bluepoint Wealth Advisors is a state-registered investment advisory firm in Irvine, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 315850
- Filed as: BLUEPOINT WEALTH ADVISORS
- Legal name: Bluepoint Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315850
- AdvisorCensus page: https://advisorcensus.com/firm/bluepoint-wealth-advisors-irvine-ca-315850

## Quick answers

**How is Bluepoint Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Bluepoint Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Bluepoint Wealth Advisors located?**
Bluepoint Wealth Advisors' principal office is in Irvine, CA, according to its Form ADV.

**Is Bluepoint Wealth Advisors registered with the SEC or a state?**
Bluepoint Wealth Advisors is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315850.

**How much does Bluepoint Wealth Advisors manage?**
Bluepoint Wealth Advisors reports $22,989,554 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Bluepoint Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (10).

**Does Bluepoint Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315850

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,989,554
- Discretionary: $22,989,554
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $7,616,729 |
| High net worth individuals | 10 | $15,372,825 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluepoint Wealth Advisors (CRD 315850): Form ADV filing data as of October 2026.