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Multi Family OfficeNo direct investingLAST VERIFIED Aug 2026 · 1 SOURCES

BluePoint Wealth Advisors

Multi family office in Irvine, United States.

Identity

HEADQUARTERS
Irvine, United States

Overview

This multi family office is based in Irvine, United States. 1 person is named on its team.

People

  • Jason Stein
    CFP®, RICP® · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →

FAQ

BluePoint Wealth Advisors is a multi family office based in Irvine, the United States.

BluePoint Wealth Advisors does not publicly state whether it invests directly or through funds.

Key people at BluePoint Wealth Advisors include Jason Stein (CFP®, RICP®).