Wealthpoint Advisors

Overview

Wealthpoint Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm serves a mix of individuals, families and institutional clients, with a primary advisory focus on financial planning and portfolio management for individuals and small businesses. Ownership is individual, and the firm offers flexible billing arrangements that include a percentage-of-AUM fee, hourly charges and fixed fees. Wealthpoint does not identify as an active ESG investor and is not designated as a multi-state adviser. Its regulatory filing notes an industry affiliation with an insurance company. The firm is not listed as a capital allocator to third-party funds on the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices