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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- CatalystDelta
- Established Date
- 08-19-2021
- Office Locations
- 1
Office Locations
About Long Point Wealth Management, LLC
Long Point Wealth Management delivers unbiased, analytical financial planning and investment management anchored in active risk management and cash-flow planning for clients from college through retirement. Portfolios lean heavily on ETFs and other public funds and are custodied at Schwab. Each client gets a personal financial portal to aggregate accounts, track goals, and view automatically refreshed balances and investment progress across devices.
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Owner & Executives
MARK ADAM SCHIFFENHAUS
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4035278
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,432,169 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,432,169 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,432,169
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $162,897,395 | 20.4% |
| Equity - Exchange | $99,016,063 | 12.4% |
| Cash | $118,978,980 | 14.9% |
| Private Funds | $126,964,146 | 15.9% |
| U.S. Government/Agency | $143,732,995 | 18.0% |
| Municipal Bonds | $146,927,062 | 18.4% |
| Total | $798,516,641 | 100.0% |