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BAY POINT WEALTH MANAGEMENT
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BAY POINT WEALTH MANAGEMENT
(CRD# 123095)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Annapolis, MD.
The SEC approved the firm to operate as an RIA in
Apr 2015.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$180.6 Million,
and has discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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BAY POINT WEALTH MANAGEMENT
also reported in
Mar 2018:
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8
employees,
with
4
performing advisory functions.
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A total of 3 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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BAY POINT WEALTH MANAGEMENT has no disclosure events reported to the SEC at this time.
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BAY POINT WEALTH MANAGEMENT has Notice Filings with the following State Securities Authorities:
FL-Apr 2015, MD-Apr 2015, VA-Nov 2016
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informational purposes only and assumes no
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