# Point One Private Wealth

> 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.

- CRD: 339679
- Filed as: POINT ONE PRIVATE WEALTH
- Legal name: Point One Private Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: August 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339679
- AdvisorCensus page: https://advisorcensus.com/firm/point-one-private-wealth-brentwood-tn-339679

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 22, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Point One Private Wealth (CRD 339679): Form ADV filing data as of October 2026.