Great Point Wealth Advisors, Llc
- Regulatory AUM
- $726M
- Discretionary
- $701M
- Clients
- 462
- Avg AUM / client
- $1.6M
- Accounts
- 1,218
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 207 | $87.2M | 12.0% |
| High net worth individuals | 245 | $580M | 80.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $3.0M | 0.41% |
| Pension and profit sharing plans | 5 | $27.5M | 3.79% |
| Corporations and other businesses | 2 | $1.3M | 0.17% |
| Other | 2 | $26.5M | 3.65% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $119K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Race Rock Multi Strategy Fund Lp | Hedge Fund | Delaware | $119K | 1 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Vincent Disch | Managing Member & Chief Compliance Officer | CFP | Apr 2008 (18y) | 75% or more |
| Matthew Douglas Schroeder | Registered representative | CFP | May 2016 (10y) | |
| Brandon P Parker | Registered representative | CFP | Jun 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $119K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Race Rock Multi Strategy Fund Lp | Hedge Fund | $119K | $250K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $620M (85% of AUM) Mar 2026
- TD Ameritrade $30.5M (9% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗