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WEALTHPOINT ADVISORS
WEALTHPOINT FINANCIAL LLC
CRD 332312 · SEC 801-130837
102 HIDDEN PASTURES DR., SUITE 213, CRAMERTON, NC, 28032, United States
Phone
704-675-5300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.1M
Discretionary AUM
$147.1M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 345 | $89.7M |
| High net worth individuals | 30 | $54.1M |
| Pension/profit sharing plans | 4 | $3.0M |
| Corporations/business entities | 1 | $270K |
States served
NC, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD