CRD: 147111
High Point Wealth Management, LLC
$192.9M Total AUM
$192.9M Disc. AUM
-- 3Y CAGR
2 Employees
146 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-12-2008
- Office Locations
- 1
Office Locations
31 Fairmount Avenue Suite 105 Chester NJ
About High Point Wealth Management, LLC
High Point Wealth Management is an independent, fee-based RIA focused on customized financial planning and investment management for retail clients. The firm builds personalized plans that guide portfolio decisions and asset allocation, acting as a fiduciary in making recommendations. Client assets are custodied with Fidelity/NFS, and the firm maintains an SEC-filed Form CRS.
Team overview
60 AVG AGE
$96.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
10.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRADFORD S GRUBY
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5519935
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOHN FRANCIS STUART
Financial Services Professional
- CRD
- #4287876
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,944,404 | $515,894 |
| Non-Discretionary | $0 | -- |
| Total | $192,944,404 | $515,894 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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