# Point Wealth, LLC

> Point Wealth, LLC is a state-registered investment advisory firm in Wausau, WI, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 315625
- Filed as: POINT WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wausau, WI
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315625
- AdvisorCensus page: https://advisorcensus.com/firm/point-wealth-llc-wausau-wi-315625

## Quick answers

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

**Where is Point Wealth, LLC located?**
Point Wealth, LLC's principal office is in Wausau, WI, according to its Form ADV.

**Is Point Wealth, LLC registered with the SEC or a state?**
Point Wealth, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315625.

**How much does Point Wealth, LLC manage?**
Point Wealth, LLC reports $32,281,000 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Point Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (10); charitable organizations (1).

**Does Point Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315625

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,281,000
- Discretionary: $32,281,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $15,411,000 |
| High net worth individuals | 52 | $16,322,000 |
| Charitable organizations | 1 | $548,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pointwealthmanagement.com
- Facebook @POINTWEALTH
- LinkedIn @jeremy-reif-crps®-owner-708b7528
- X @point_wealth
- YouTube @UC1IXACfaKFB46hHjmqcccOw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Point Wealth, LLC (CRD 315625): Form ADV filing data as of October 2026.