Great Point Wealth Advisors, LLC

Great Point Wealth Advisors, LLC (CRD# 147082) is a financial advisory firm headquartered in Boston, MA. They manage $545,893,727 in 1,095 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
One International Place, Suite 4520, Boston, MA 02110
https://www.greatpointwealth.com/
By the Numbers
  • Total Assets Under Management
    546
    MILLION
  • Total Number of Accounts
    1,095
    ACCOUNTS
  • Average Account Value
    $498,533
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, CT, FL, MA, ME, NH, NY

Financial Advisors at Great Point Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter Disch, financial advisor Boston MA
Peter V. Disch
CRD#: 4552960
One International Place, Suite 4520, Boston, MA 02110

Peter Disch (CRD# 4552960) is an Investment Advisor Representative working at Great Point Wealth Advisors, LLC in Boston, MA and has over 21 years of experience in the finance industry.

2
Matthew Schroeder, financial advisor Danvers MA
Matthew D. Schroeder
CRD#: 3260388
74 Elm Street, Danvers, MA 01923

Matthew Schroeder (CRD# 3260388) is an Investment Advisor Representative working at Great Point Wealth Advisors, LLC in Danvers, MA and has over 24 years of experience in the finance industry.

3
Brandon Parker, financial advisor Boston MA
Brandon P. Parker
CRD#: 6940508
Boston, MA

Brandon Parker (CRD# 6940508) is an Investment Advisor Representative working at Great Point Wealth Advisors, LLC in Boston, MA and has 1 year 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.

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