Overview
Assets Under Management: $147 million
Headquarters: CRAMERTON, NC
High-Net-Worth Clients: 30
Average Client Assets: $1.8 million
Frequently Asked Questions
WEALTHPOINT ADVISORS 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 #332312), WEALTHPOINT ADVISORS is subject to fiduciary duty under federal law.
WEALTHPOINT ADVISORS is headquartered in CRAMERTON, NC.
WEALTHPOINT ADVISORS serves 30 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, WEALTHPOINT ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
WEALTHPOINT ADVISORS manages $147 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, WEALTHPOINT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.79%
Average Client Assets: $1.8 million
Total Client Accounts: 979
Discretionary Accounts: 979
Regulatory Filings
CRD Number: 332312
Filing ID: 2087789
Last Filing Date: 2026-03-31 12:51:50