Plum Pointe Wealth Management, Ltd

Plum Pointe Wealth Management, Ltd (CRD# 284379) is a financial advisory firm headquartered in Providence, RI. They manage $83,731,021 in 179 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

225 Dyer Street, Floor 2, Providence, RI 02903

http://www.plumpointewealth.com

By the Numbers

Total Assets Under Management

84

MILLION
Total Number of Accounts

179

ACCOUNTS
Average Account Value

$467,771

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Plum Pointe Wealth Management, Ltd

Showing 1 - 2 of 2 top financial advisors.

Brian S. Dunckley

CRD#: 4953453

225 Dyer Street, Floor 2, Providence, RI 02903

Brian Dunckley (CRD# 4953453) is an Investment Advisor Representative working at Plum Pointe Wealth Management, Ltd in Providence, RI and has over 18 years of experience in the finance industry.

Sean P. McElroy

CRD#: 7304407

225 Dyer Street, Floor 2, Providence, RI 02903

Sean McElroy (CRD# 7304407) is an Investment Advisor Representative working at Plum Pointe Wealth Management, Ltd in Providence, RI and has over 3 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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