Overview
Assets Under Management: $288 million
Headquarters: ZIONSVILLE, IN
High-Net-Worth Clients: 65
Average Client Assets: $3.0 million
Frequently Asked Questions
CENTERPOINT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119656), CENTERPOINT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CENTERPOINT WEALTH MANAGEMENT, LLC is headquartered in ZIONSVILLE, IN.
CENTERPOINT WEALTH MANAGEMENT, LLC serves 65 high-net-worth clients according to their SEC filing dated April 29, 2024. View client details ↓
According to their SEC Form ADV, CENTERPOINT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CENTERPOINT WEALTH MANAGEMENT, LLC manages $288 million in client assets according to their SEC filing dated April 29, 2024.
According to their SEC Form ADV, CENTERPOINT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.92%
Average Client Assets: $3.0 million
Total Client Accounts: 287
Discretionary Accounts: 287
Regulatory Filings
CRD Number: 119656
Filing ID: 1871547
Last Filing Date: 2024-04-29 11:27:00