CRD: 147111
High Point Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-12-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between February 27, 2025 and February 13, 2026, reported AUM increased 11.3%, from $173.3M to $192.9M.
Across 3 reported observations, AUM increased 51.1% between March 29, 2024 and February 13, 2026, from $127.7M to $192.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 146 clients, or 73 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review High Point Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- CRM
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full High Point Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRADFORD S GRUBY
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5519935
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOHN FRANCIS STUART
Financial Services Professional
- CRD
- #4287876
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,944,404 | $515,894 |
| Non-Discretionary | $0 | -- |
| Total | $192,944,404 | $515,894 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
High Point Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
High Point Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.