WEALTHPOINT ADVISORS LLC
Adviser information for WEALTHPOINT ADVISORS LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 574 | $303.7M |
| Non-Discretionary | 0 | $0 |
| Total | 574 | $303.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 85 | $29.8M |
| HNW Individuals | 76 | $240.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.1M |
| Charitable organizations | 12 | $7.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 11 | $22.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-71645 |
|---|---|
| SEC ERA File Number | 801-71645 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 151723 |
| Legal Entity Identifier | None |
Principal Office
8520 ALLISON POINTE BOULEVARDSUITE 230
INDIANAPOLIS
IN
United States
Monday - Friday, 8:30 A.M. TO 5 P.M.
Tel: 317-818-1040, Fax: 317-818-1045
Chief Compliance Officer
BRENT WALKER
PRESIDENT
8520 ALLISON POINTE BOULEVARD
SUITE 230
INDIANAPOLIS
IN
United States
Tel:
317-818-1040
Fax:
317-818-1045
B******@*****************M
(Full email address available in API data)
Regulatory Contact
BRENT WALKER
PRESIDENT
8520 ALLISON POINTE BOULEVARD
SUITE 230
INDIANAPOLIS
IN
United States
Tel:
317-818-1040
Fax:
317-818-1045
B******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WALKER, BRENT, MICHAEL | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 09/2009 | > 75% |