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Bradford S Gruby

Investment adviser representative at High Point Wealth Management, LLC
18 yearsExperience
4 statesRegistered in
$192.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. High Point Wealth Management, LLCApr 2008 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 4 states (NJ, NY, PA, TX).

High Point Wealth Management, LLC

$192.9MAssets managed
146Clients
2Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5519935
Firm CRD
147111
Advisor's SEC record (opens in a new tab)
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