C
CRD: 337649
Clearpoint Wealth Management
Colleyville, TX, 76034
8175000014
$68.0M Total AUM
$68.0M Disc. AUM
-- 3Y CAGR
4 Employees
42 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2025
- Office Locations
- 2
Office Locations
26 Main Street Colleyville TX
6110 Colleyville Blvd STE 106 Colleyville TX
About Clearpoint Wealth Management
Clearpoint Wealth Management is a Colleyville-based RIA with 2 offices. The firm has been operating for 0 years. Managing $68.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
0.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Quantum horizon
Investment Themes
Zenith Bridge
Investment Vehicles
Glacier radial
Services
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Owner & Executives
R
Ross Benjamin Miller
Chief Compliance Officer, Owner, PARTNER
- CRD
- #7252800
- Ownership
- 75% or more
(426) 831-2382
foundation.beacon@unisoncapital.com
in linkedin.com/in/value-vector
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K
KATHRYN ANN ALLEN
--
- CRD
- #5934449
(473) 631-3484
pioneer.oak@summitcapital.com
in linkedin.com/in/vertex-frontier
S
STEVEN ALAN EARLY
--
- CRD
- #4617927
(603) 600-8911
legacy.crest@foundationcapital.com
in linkedin.com/in/peak-wave
V
Vital zenith
Momentum north wave
- CRD
- #38426
(213) 386-3519
timber.alpha@glaciercapital.com
in linkedin.com/in/pathway-atlas
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,045,106 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,045,106 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,045,106
Public Funds:
28.2% Cash:
41.8% Equity - Exchange:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,506,901,450 | 28.2% |
| Cash | $3,715,903,568 | 41.8% |
| Equity - Exchange | $2,666,916,437 | 30.0% |
| Total | $8,889,721,455 | 100.0% |