Overview
Assets Under Management: $304 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 76
Average Client Assets: $3.2 million
Frequently Asked Questions
WEALTHPOINT ADVISORS 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 #151723), WEALTHPOINT ADVISORS LLC is subject to fiduciary duty under federal law.
WEALTHPOINT ADVISORS LLC is headquartered in INDIANAPOLIS, IN.
WEALTHPOINT ADVISORS LLC serves 76 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, WEALTHPOINT ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WEALTHPOINT ADVISORS LLC manages $304 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, WEALTHPOINT ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.22%
Average Client Assets: $3.2 million
Total Client Accounts: 574
Discretionary Accounts: 574
Regulatory Filings
CRD Number: 151723
Filing ID: 1849722
Last Filing Date: 2024-03-27 18:55:00