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- Custodian
- Charles Schwab & Company · Goldman Sachs · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-15-2023
- Office Locations
- 1
Office Locations
About Stablepoint Partners, LLC
Stablepoint Private Wealth is an independent, fee-based fiduciary advisory firm serving high-net-worth individuals, families, executives, entrepreneurs, and institutions. The team provides comprehensive private wealth management and “personal CFO” support—integrating planning, investment strategy, taxes, and coordination with estate and accounting partners. With institutional experience and a low client-to-advisor ratio, Stablepoint emphasizes concierge service and access to tailored strategies.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER K GRIFFITH
Chief Compliance Officer, Co-founder, Managing Partner, Partner
- CRD
- #4228303
- Ownership
- Less than 5%
HENRY JEFFERDS WHEELWRIGHT
Co-founder, Managing Partner
- CRD
- #4420164
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Matthew William Joyce
Vice President
- CRD
- #6670660
Claire Alexandra Smith
Vice President, Wealth Advisor
- CRD
- #6384810
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $926,092,757 | $435,194 |
| Non-Discretionary | $3,875,792 | $215,322 |
| Total | $929,968,549 | $433,350 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | 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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