Point View Wealth Management, Inc.

Point View Wealth Management, Inc. (CRD# 106119) is a financial advisory firm headquartered in Summit, NJ. They manage $241,615,313 in 578 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    578
    ACCOUNTS
  • Average Account Value
    $418,020
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, NJ, NY, TX, VA

Financial Advisors at Point View Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David G. Dietze
CRD#: 2337970
382 Springfield Avenue, Suite 208, Summit, NJ 07901
90
Wealthminder
score

David Dietze (CRD# 2337970) is an Investment Advisor Representative working at Point View Wealth Management, Inc. in Summit, NJ and has 1 year of experience in the finance industry. David Dietze has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Claire E. Toth
CRD#: 4343596
382 Springfield Avenue, Suite 208, Summit, NJ 07901
90
Wealthminder
score

Claire Toth (CRD# 4343596) is an Investment Advisor Representative working at Point View Wealth Management, Inc. in Summit, NJ and has 1 year of experience in the finance industry. Claire Toth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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