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- Custodian
- Charles Schwab & Company · Nationwide · Vanguard
- Clients
- Retail
- Platforms
- Wave quantumMomentum
- Established Date
- 10-07-2021
- Office Locations
- 1
Office Locations
About Bluepoint Wealth Advisors
Bluepoint Wealth Advisors is an Irvine, CA–based RIA led by CFP®/RICP® Jason Allen Stein, serving families across Southern California and nationally. The firm delivers evidence-based financial planning with integrated retirement income, tax-aware investment strategy and portfolio construction, coordinating with clients’ CPAs as needed. Offers a single all-inclusive fee starting at 1% that tiers down above $1M, with no separate planning or retainer charges; custodies through Schwab.
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Owner & Executives
JASON ALLEN STEIN
Chief Compliance Officer, Financial Planner
- CRD
- #6232434
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,989,554 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,989,554 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,989,554
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,659,444,158 | 33.9% |
| U.S. Government/Agency | $2,322,110,533 | 29.6% |
| Cash | $1,317,954,627 | 16.8% |
| Equity - Exchange | $1,545,458,700 | 19.7% |
| Total | $7,844,968,018 | 100.0% |