{
  "crd_number": 147082,
  "slug": "great-point-wealth-advisors-llc-boston-ma-147082",
  "primary_business_name": "GREAT POINT WEALTH ADVISORS, LLC",
  "legal_name": "GREAT POINT WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-08-07",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 725768485.0,
  "raum_discretionary": 701307485.0,
  "raum_non_discretionary": 24461000.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 26461000.0,
      "count": 2,
      "description": "PRIVATE EQUITY",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 87179852.0,
      "count": 207
    },
    "pension_profit_sharing": {
      "raum": 27489031.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 580432541.0,
      "count": 245
    },
    "pooled_investment_vehicles": {
      "raum": 2953555.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 1252506.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "MA",
    "ME",
    "NH",
    "NY"
  ],
  "websites": [
    "https://greatpointwealth.com",
    "https://linkedin.com/company/great-point-wealth-advisors-llc",
    "https://podcasts.apple.com/us/podcast/great-points/id1585874332",
    "https://twitter.com/greatpointwa"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147082",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/great-point-wealth-advisors-llc-boston-ma-147082",
  "display_name": "Great Point Wealth Advisors, LLC",
  "summary": "Great Point Wealth Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Great Point Wealth Advisors, LLC (CRD 147082): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Great Point Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Great Point Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Great Point Wealth Advisors, LLC located?",
      "a": "Great Point Wealth Advisors, LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Great Point Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Great Point Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 147082."
    },
    {
      "q": "How much does Great Point Wealth Advisors, LLC manage?",
      "a": "Great Point Wealth Advisors, LLC reports $725,768,485 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (97% discretionary)."
    },
    {
      "q": "How have Great Point Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Great Point Wealth Advisors, LLC: Regulatory assets under management: $469,160,000 in the October 2021 data and $725,768,485 in the October 2026 data, up 55%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Great Point Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (245); individuals (other than high net worth individuals) (207); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Great Point Wealth Advisors, LLC use?",
      "a": "Great Point Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Great Point Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147082"
    },
    {
      "q": "Does Great Point Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Great Point generally requires a minimum relationship size of $1,000,000. This minimum may be negotiable in certain circumstances.\""
    },
    {
      "q": "What changed in Great Point Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $627,528,196 to $725,768,485 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 469160000.0,
      "total_employees": 4,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 548897000.0,
      "total_employees": 5,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 464409000.0,
      "total_employees": 6,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 545893727.0,
      "total_employees": 5,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 627528196.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 725768485.0,
      "total_employees": 5,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $627,528,196 to $725,768,485 (+16%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in VT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Great Point generally requires a minimum relationship size of $1,000,000. This minimum may be negotiable in certain circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Great Point generally requires a minimum relationship size of $1,000,000. This minimum may be negotiable in certain circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/great-point-wealth-advisors-llc-boston-ma-147082.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 207,
      "fewer_than_5": false,
      "raum": 87179852.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 245,
      "fewer_than_5": false,
      "raum": 580432541.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2953555.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 27489031.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1252506.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": true,
      "raum": 26461000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/147082",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}