Point Wealth, LLC

Point Wealth, LLC (CRD# 315625) is a financial advisory firm headquartered in Wausau, WI. They manage $21,370,000 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3319 Terrace Ct., Wausau, WI 54401
https://twitter.com/point_wealth
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $105,792
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
  • 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.

WI

Financial Advisors at Point Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy Reif, financial advisor Wausau WI
Jeremy J. Reif
CRD#: 4815206
3319 Terrace Ct., Wausau, WI 54401

Jeremy Reif (CRD# 4815206) is an Investment Advisor Representative working at Point Wealth, LLC in Wausau, WI 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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