High Point Wealth Management provides financial planning and portfolio management for individuals and small businesses.
High Point Wealth Management reports 146 clients. They include 103 individual clients and 43 high-net-worth individuals. Of its assets, 100.0% ($193M across 374 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 10% |
| High-net-worth individuals | 29% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 103 | $20M | 10.4% | $195K |
| High-net-worth individuals | 43 | $173M | 89.6% | $4.02M |
| Total | 146 | $193M | 100% | $1.32M |
- Clients
- 103
- Regulatory AUM
- $20M
- AUM share
- 10.4%
- Avg. per client
- $195K
- Clients
- 43
- Regulatory AUM
- $173M
- AUM share
- 89.6%
- Avg. per client
- $4.02M
Total
- Clients
- 146
- Regulatory AUM
- $193M
- AUM share
- 100%
- Avg. per client
- $1.32M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
High Point Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Unbundled financial planning and consulting
- When unbundled from investment management, financial planning and consulting are negotiable, generally up to $2,500 on a fixed fee basis and/or $200 to $250 an hour.
Bradford Gruby owns 75% or more of High Point Wealth Management. The leadership team of High Point Wealth Management includes Chief Compliance Officer Bradford Gruby. It has 2 employees.
Leadership
- Bradford GrubyManaging Member / Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of High Point Wealth Management, LLC
Bradford Gruby
Control person · since April 2008
High Point Wealth Management’s regulatory assets grew 1.5× from $128M (March 2024) to $193M (February 2026); clients rose from 103 to 146 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $193M | 146 | 2 | 1 |
| February 2025 | $173M | 123 | 2 | 1 |
| March 2024 | $128M | 103 | 2 | 1 |
Besides its headquarters, High Point Wealth Management has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 31 Fairmount Ave., Suite 105, ChesterHQ
Contact and registration details
- Legal name
- High Point Wealth Management, LLC
- Headquarters
- 31 Fairmount Ave., Suite 105, Chester, NJ 07930
- Website
- highpointwealth.com
- Phone
- 908-975-3367
- SEC file
- 801-130139
- Structure
- New Jersey LLC
- Fiscal year end
- December
High Point Wealth Management uses Fidelity ($193M) as custodian for its separately managed accounts. High Point Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $193M100%
At year end, High Point Wealth Management’s separately managed accounts were largely in funds (45%) and bonds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $122M across 250 positions; the largest are iShares DJ US Technology (10.5%), Fidelity MSCI Information Technology Index ETF (6.9%) and Fidelity High Dividend ETF (5.3%).
What the accounts hold
- Stocks19%
- Funds45%
- Bonds25%
- Investment grade corporate bonds18%
- U.S. government and agency bonds6%
- State and local bonds1%
- Cash11%
Reported 13F holdings
- $122M
- Reported 13F value
- 250
- Positions
- 43.3%
- In the 10 largest
- +18.0%
- Value vs. prior quarter
- iShares DJ US TechnologyETF10.5%
- Fidelity MSCI Information Technology Index ETFETF6.9%
- Fidelity High Dividend ETFETF5.3%
- iShares Semiconductor ETFETF3.8%
- First Trust Nasdaq Cybersecurity ETFETF3.7%
- Public Svc Enterprise Group3.0%
- Southern CO2.9%
- iShares TR High Divid Equity FDETF2.9%
- iShares S&P 500 IndexETF2.2%
- Health Care REIT Inc. · REIT2.1%
Together, the ten largest are 43.3% of reported value.
How many clients does High Point Wealth Management have?
High Point Wealth Management has 146 clients and manages $193 million for them, as of February 2026. They include 103 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 February 2026
What services does High Point Wealth Management offer?
High Point Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does High Point Wealth Management use?
High Point Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $193M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026
How many financial advisors does High Point Wealth Management have?
High Point Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does High Point Wealth Management invest in?
At the end of its last fiscal year, High Point Wealth Management’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 18% investment grade corporate bonds, 11% cash and equivalents, 6% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns High Point Wealth Management?
High Point Wealth Management’s direct owner is Bradford Gruby (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 February 2026
How does High Point Wealth Management get paid?
High Point Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact High Point Wealth Management?
High Point Wealth Management’s main office is at 31 Fairmount Ave., Suite 105, Chester, NJ 07930. Its phone number is 908-975-3367. Its website is highpointwealth.com.