AdvisorCensus / Financial advisors / Tennessee / Nashville / Point One Private Wealth
Point One Private Wealth
Filed as POINT ONE PRIVATE WEALTH · Legal name Point One Private Wealth LLC
Point One Private Wealth is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 22, 2026.
Quick answers
From the filingHow is Point One Private Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Point One Private Wealth reports these compensation arrangements: a percentage of assets under its management.
Where is Point One Private Wealth located?
Point One Private Wealth's principal office is in Brentwood, TN, according to its Form ADV.
Is Point One Private Wealth registered with the SEC or a state?
Point One Private Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 339679.
How much does Point One Private Wealth manage?
Point One Private Wealth reports $0 in regulatory assets under management in its Form ADV filing dated August 22, 2026.
Does Point One Private Wealth 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/339679
Does Point One Private Wealth state an account minimum?
Its Form ADV Part 2A brochure dated August 22, 2026 says: "The minimum account value required to open and maintain an account with Adviser is $1,000,000, subject to negotiation."
What changed in Point One Private Wealth's recent Form ADV filings?
In the October 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account value required to open and maintain an account with Adviser is $1,000,000, subject to negotiation.
As stated in the firm's Form ADV Part 2A brochure dated August 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated August 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Point One Private Wealth LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Point One Private Wealth (CRD 339679): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/point-one-private-wealth-brentwood-tn-339679