Black Point Wealth Management

Black Point Wealth Management (CRD# 329358) is a financial advisory firm headquartered in Naples, FL. They manage $187,519,273 in 225 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
849 7th Avenue South, Suite 201, Naples, FL 34102
https://www.linkedin.com/in/jonathan-harris-1b403b84/
By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $833,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MA, NH, NY, RI, TX

Financial Advisors at Black Point Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Beaudette, financial advisor Middletown RI
Daniel R. Beaudette
CRD#: 5514020
2 Corporate Place, Middletown, RI 02842

Daniel Beaudette (CRD# 5514020) is an Investment Advisor Representative working at Black Point Wealth Management in Middletown, RI and has over 15 years of experience in the finance industry.

2
Jonathan Harris, financial advisor Naples FL
Jonathan H. Harris
CRD#: 1957460
849 7th Avenue South, Suite 201, Naples, FL 34102

Jonathan Harris (CRD# 1957460) is an Investment Advisor Representative working at Black Point Wealth Management in Naples, FL and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals