# Great Point Wealth Advisors, LLC

> 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.

- CRD: 147082
- Filed as: GREAT POINT WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147082
- AdvisorCensus page: https://advisorcensus.com/firm/great-point-wealth-advisors-llc-boston-ma-147082

## Quick answers

**How is Great Point Wealth Advisors, LLC compensated?**
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).

**Where is Great Point Wealth Advisors, LLC located?**
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).

**Is Great Point Wealth Advisors, LLC registered with the SEC or a state?**
Great Point Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 147082.

**How much does Great Point Wealth Advisors, LLC manage?**
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).

**How have Great Point Wealth Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Great Point Wealth Advisors, LLC serve?**
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).

**Which custodians does Great Point Wealth Advisors, LLC use?**
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.

**Does Great Point Wealth Advisors, LLC report any disciplinary disclosures?**
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

**Does Great Point Wealth Advisors, LLC state an account minimum?**
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."

**What changed in Great Point Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $627,528,196 to $725,768,485 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Great Point generally requires a minimum relationship size of $1,000,000. This minimum may be negotiable in certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $725,768,485
- Discretionary: $701,307,485
- Non-discretionary: $24,461,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 207 | $87,179,852 |
| High net worth individuals | 245 | $580,432,541 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,953,555 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $27,489,031 |
| Corporations or other businesses not listed above | 2 | $1,252,506 |
| Other | 2 | $26,461,000 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, ME, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Danvers, MA

### Websites listed on Form ADV (Item 1.I)
- greatpointwealth.com
- podcasts.apple.com/us/podcast/great-points/id1585874332
- LinkedIn @great-point-wealth-advisors-llc
- X @greatpointwa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $469,160,000 | 4 | March 30, 2021 |
| October 2022 | $548,897,000 | 5 | March 10, 2022 |
| October 2023 | $464,409,000 | 6 | July 24, 2023 |
| October 2024 | $545,893,727 | 5 | April 29, 2024 |
| October 2025 | $627,528,196 | 5 | March 31, 2025 |
| October 2026 | $725,768,485 | 5 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $627,528,196 to $725,768,485 (+16%).

### January 2026
- No longer registered or notice-filed in VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Point Wealth Advisors, LLC (CRD 147082): Form ADV filing data as of October 2026.