Rock Point Advisors, LLC

Overview

Rock Point Advisors, LLC is an SEC registered investment adviser based in Burlington, VT, registered since 2004. It reports $656M in assets under management across 493 accounts, with 9 employees. It has 4 investment adviser representatives.

Reported AUM

$656M

Discretionary

100%

Accounts

493

Average account

$1.3M

Employees

9

Advisory reps

4

Registered since

2004

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Michael Leighton Huffman President CRD 1367117
• Todd Alan Wulfson Vice President, Chief Compliance Officer CRD 2837408
• Timothy A Humphrey Wealth Manager CRD 5568212

Advisory reps 3 of 4

• Jackson Adrien Bargiello Investment Adviser Rep CRD 8209393
• Michael Leighton Huffman Investment Adviser Rep CRD 1367117
• Timothy A Humphrey Investment Adviser Rep CRD 5568212

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

77 College St Fl 4
Burlington, VT 05401

County

Chittenden

Metro area

Burlington-South Burlington, VT

Region

Northeast

Registrations

• SEC registered
• Registered in 12 jurisdictions
• Website: rockpointadvisors.com

Every state, with registration dates

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