Overview
Assets Under Management: $119 million
Headquarters: CRAMERTON, NC
Frequently Asked Questions
WEALTHPOINT FINANCIAL 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 #332312), WEALTHPOINT FINANCIAL LLC is subject to fiduciary duty under federal law.
WEALTHPOINT FINANCIAL LLC is headquartered in CRAMERTON, NC.
According to their SEC Form ADV, WEALTHPOINT FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
WEALTHPOINT FINANCIAL LLC manages $119 million in client assets according to their SEC filing dated August 04, 2025.
According to their SEC Form ADV, WEALTHPOINT FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 883
Discretionary Accounts: 883
Regulatory Filings
CRD Number: 332312
Filing ID: 2007502
Last Filing Date: 2025-08-04 11:28:00
Website: https://wealthpointadvisorsnc.com