Best-in-State · rank 90 · Scottsdale, Arizona · listed firm: Five Point Wealth Advisors | Commonwealth
Identity & firm
- Firm — Five Point Wealth Advisors | Commonwealth (high)
- “Five Point Wealth Advisors | Commonwealth” — forbes_shook
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Book of business
- Team AUM ($M) — 385 (high)
- “Team Assets (Custodied): $385M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 11.5 (high)
- “Typical Net Worth of Relationships: $3-20M” — forbes_shook
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Positioning & marketing
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Visual brand
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