Bearing Point Wealth Partners Review


Trust Score 84%
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Last updated: May 26th, 2019. Data source: SEC filings.

Bearing Point Wealth Partners, federally registered in 2016, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 2 advisors. Bearing Point Wealth Partners manages $208.6 million and provides investment advisory services for 169 clients (1:85 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $200,000
Average Client Balance $1,234,155
Hybrid Advisor No
Disciplinary History No
Total AUM $208.6 million
Advisor / Client Ratio 1:85
Headquarters Unit D Hampton, NH
SEC Filings Forms and Brochures    (CRD # 283926)
State(s) Registered ME, MA, NH


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