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BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC
CRD 166617
32-16 BROADWAY AVE, 2ND FLOOR, FAIR LAWN, NJ, 07410, United States
Phone
201-690-3035
Fax
201-476-0132
Registration
— (—)
Source
State registered
Total AUM
$17.0M
Discretionary AUM
$17.0M
Team
4 total employees; 4 advisory reps; 44 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $6.3M |
| High net worth individuals | 18 | $9.1M |
| Pension/profit sharing plans | 1 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD