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WEALTHPOINT ADVISORS
Legal name: WEALTHPOINT FINANCIAL LLC
CRD 332312File 801-130837
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$147.1M
Bottom 25% of cohort (national)
Discretionary AUM
$147.1M
Clients
380
979 accounts
Employees
7
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 26, 2024
- Principal office
- 102 HIDDEN PASTURES DR., SUITE 213, CRAMERTON, NC, 28032
- Phone
- 704-675-5300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.1M
- Discretionary AUM
- $147.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 979
- Non-discretionary accounts
- 0
- Total accounts
- 979
- AUM per client
- $387K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $270K |
| High net worth individuals | 30 | $54.1M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 345 | $89.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.