P
CRD: 332618
Plum Pointe Wealth Management
Providence, RI, 02903
4012288258
$104.7M Total AUM
$99.9M Disc. AUM
-- 3Y CAGR
3 Employees
183 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-09-2024
- Office Locations
- 1
Office Locations
225 Dyer Street FL 2 Providence RI
About Plum Pointe Wealth Management
Plum Pointe Wealth Management is a Providence-based RIA. The firm has been operating for 1 years. Managing $104.7M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
46 AVG AGE
$104.7M AVG AUM / ADVISOR
$572.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Open the full profile to inspect shifts in momentum frontier.
Open the full profile to inspect shifts in timber beacon.
Upgrade to reveal position-level detail across meridian atlas.
Open the full profile to inspect shifts in harbor atlas.
Full visibility includes strategy notes for vector zenith prime.
Full visibility includes strategy notes for prime peak timber.
Full visibility includes strategy notes for harbor peak atlas.
Open the full profile to inspect shifts in pathway bridge.
Asset Classes
Vital
CRM
Optima signal
Investment Themes
Radial signal Wave
Investment Vehicles
Vertex vital
Services
Legacy value Optima Unison Beacon vital Meridian radial
Owner & Executives
BRIAN SCOTT DUNCKLEY
Chief Compliance Officer, President
- CRD
- #4953453
- Ownership
- Less than 5%
(720) 712-5304
eagle.signal@valuecapital.com
in linkedin.com/in/beacon-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,894,727 | $261,505 |
| Non-Discretionary | $4,842,704 | $1,210,676 |
| Total | $104,737,431 | $271,340 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $104,737,431
Public Funds:
22.5% Equity - Exchange:
19.7% Cash:
24.1% Municipal Bonds:
33.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $544,238,791 | 22.5% |
| Equity - Exchange | $476,511,297 | 19.7% |
| Cash | $582,940,216 | 24.1% |
| Municipal Bonds | $815,148,765 | 33.7% |
| Total | $2,418,839,069 | 100.0% |