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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2021
- Office Locations
- 1
Office Locations
About Point Wealth, LLC
Point Wealth, LLC is a fee-based RIA in Wausau, WI, founded by CRPS retirement professional Jeremy Reif (in the advisory business since 2005). The firm provides portfolio/money management and financial planning for pre-retirees and retirees, including IRA/401(k) rollover analysis, Social Security maximization, and planning around taxes, estate, and charitable goals. Client portfolios are Schwab-custodied and implemented largely with ETFs and fixed income.
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Owner & Executives
JEREMY J REIF
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4815206
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,281,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,281,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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