# High Point Wealth Management, LLC

> High Point Wealth Management, LLC is an SEC-registered investment advisory firm in Chester, NJ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 147111
- Filed as: HIGH POINT WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chester, NJ
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147111
- AdvisorCensus page: https://advisorcensus.com/firm/high-point-wealth-management-llc-chester-nj-147111

## Quick answers

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

**What does High Point Wealth Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 13, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is High Point Wealth Management, LLC located?**
High Point Wealth Management, LLC's principal office is in Chester, NJ, according to its Form ADV.

**Is High Point Wealth Management, LLC registered with the SEC or a state?**
High Point Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 147111.

**How much does High Point Wealth Management, LLC manage?**
High Point Wealth Management, LLC reports $192,944,404 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**How have High Point Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for High Point Wealth Management, LLC: Regulatory assets under management: $127,664,590 in the October 2024 data and $192,944,404 in the October 2026 data, up 51%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does High Point Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103); high net worth individuals (43).

**Which custodians does High Point Wealth Management, LLC use?**
High Point Wealth Management, 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 High Point Wealth Management, 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/147111

**What changed in High Point Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $173,312,368 to $192,944,404 (+11%).

## 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 February 13, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> The annual fee varies (between 0.25% and 1.00%) depending upon the market value of the assets under management and the type of investment management.

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: $192,944,404
- Discretionary: $192,944,404
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $20,035,463 |
| High net worth individuals | 43 | $172,908,941 |
| Banking or thrift institutions | 0 | $0 |
| 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $127,664,590 | 2 | March 29, 2024 |
| October 2025 | $173,312,368 | 2 | February 27, 2025 |
| October 2026 | $192,944,404 | 2 | February 13, 2026 |

Regulatory assets under management: $127,664,590 in the October 2024 data and $192,944,404 in the October 2026 data, up 51%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $173,312,368 to $192,944,404 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. High Point Wealth Management, LLC (CRD 147111): Form ADV filing data as of October 2026.