BRENTON POINT WEALTH ADVISORS LLC
Latest filing: Mar 25, 2024 (219 days ago)
AUM
$31,785,353
11% change vs. 1 year ago
-95% change vs. 3 years ago
-92% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
14
0% change vs. 1 year ago
-30% change vs. 3 years ago
-33% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
900 THIRD AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 10 | $0.0 |
| Average Individual AUM | $2,312,453 | |
| HNW | 20 | $0.0 |
| Average HNW AUM | $433,041 | |
| Retail Total | 30 | $0.0 |
| Average Retail AUM | $1,059,512 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY-NJ-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 49% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 15% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 26% | $0.0 |
| Other Pools | 1% | $0.0 |
| Cash | 9% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ZWEIG-DIMENNA ASSOCIATES LLC | $1.0 | 161385 | |
| ZWEIG-DIMENNA INTERNATIONAL MANAGERS, INC. | $0.0 | - | |
| WATERMARK SECURITIES, INC. | $0.0 | broker-dealer | 28683 |
| ZWEIG-DIMENNA ASSOCIATES, INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PAUL MICHALOWSKI | NEW YORK | NY | S63|1996-08-29|S66|2009-08-20|S65|2022-01-28 | ||||||
| MOSHE LUCHINS | NEW YORK | NY | S66|2017-05-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $0.0 | $0.0 | 0% | 14 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 14 | 0 | 0% |
| 2023-04-04 | $0.0 | $0.0 | 11% | 14 | 0 | 0% |
| 2022-04-01 | $0.0 | $0.0 | -5% | 14 | 0 | 0% |
| 2021-04-05 | $0.6 | -$0.6 | -95% | 20 | -6 | -30% |
| 2020-04-01 | $0.6 | -$0.5 | -94% | 21 | -7 | -33% |
| 2019-04-01 | $0.4 | -$0.4 | -92% | 21 | -7 | -33% |
| 2018-04-02 | $0.4 | -$0.3 | -91% | 18 | -4 | -22% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 19 | -5 | -26% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, CT-03/17/2017, NY-03/31/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION NEWSLETTERS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV