# Raven Point Wealth Management, LLC

> Raven Point Wealth Management, LLC is a state-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 September 24, 2026.

- CRD: 343835
- Filed as: RAVEN POINT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343835
- AdvisorCensus page: https://advisorcensus.com/firm/raven-point-wealth-management-llc-brentwood-tn-343835

## Quick answers

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

**Where is Raven Point Wealth Management, LLC located?**
Raven Point Wealth Management, LLC's principal office is in Brentwood, TN, according to its Form ADV.

**Is Raven Point Wealth Management, LLC registered with the SEC or a state?**
Raven Point Wealth Management, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343835.

**How much does Raven Point Wealth Management, LLC manage?**
Raven Point Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 24, 2026.

**Does Raven 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/343835

**What changed in Raven Point Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in GA, VA.

## From the Form ADV filing

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

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

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

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

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

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in GA, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Raven Point Wealth Management, LLC (CRD 343835): Form ADV filing data as of October 2026.