firm profile
Blue Point Strategic Wealth Management, LLC
Overview
Blue Point Strategic Wealth Management, LLC is a state registered investment adviser based in Fair Lawn, NJ, registered since 2018. It reports $17M in assets under management across 44 accounts, with 4 employees.
- Reported AUM
- $17M
- Discretionary
- 100%
- Accounts
- 44
- Average account
- $387K
- Employees
- 4
- Registered since
- 2018
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Michael John Depol Chief Compliance Officer CRD 2087651
Location
- Headquarters
- 32-16 Broadway Ste 2
Fair Lawn, NJ 07410 - County
- Bergen
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- State registered
- Registered in 2 jurisdictions
- Website: bluepointinvesting.com
Every state, with registration dates
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