Plum Pointe Wealth Management, Ltd
Plum Pointe Wealth Management, Ltd (CRD# 284379) is a financial advisory firm headquartered in Providence, RI. They manage $83,731,021 in 179 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Plum Pointe Wealth Management, Ltd
By the Numbers
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Total Assets Under Management84MILLION
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Total Number of Accounts179ACCOUNTS
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Average Account Value$467,771
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
RI
Financial Advisors at Plum Pointe Wealth Management, Ltd
1
Brian Dunckley (CRD# 4953453) is an Investment Advisor Representative working at Plum Pointe Wealth Management, Ltd in Providence, RI and has over 18 years of experience in the finance industry.
2
Sean McElroy (CRD# 7304407) is an Investment Advisor Representative working at Plum Pointe Wealth Management, Ltd in Providence, RI and has over 3 years of experience in the finance industry.
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