Long Point Wealth Management, LLC

Long Point Wealth Management, LLC (CRD# 313540) is a financial advisory firm headquartered in Wellfleet, MA. They manage $40,333,326 in 127 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 718, Wellfleet, MA 02667
https://longpointwm.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $317,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NJ

Financial Advisors at Long Point Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Schiffenhaus, financial advisor Wellfleet MA
Mark A. Schiffenhaus
CRD#: 4035278
Wellfleet, MA

Mark Schiffenhaus (CRD# 4035278) is an Investment Advisor Representative working at Long Point Wealth Management, LLC in Wellfleet, MA and has over 18 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.

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