# CENTERPOINT WEALTH MANAGEMENT, LLC

CENTERPOINT WEALTH MANAGEMENT, LLC of ZIONSVILLE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 119656
- Type: SEC-registered investment adviser
- SEC file number: 801-61048
- Location: 56 N. MAIN STREET, ZIONSVILLE, IN, 46077
- Phone: (317) 973-7700
- Latest filing: 2024-04-29
- Regulatory AUM: $287.9M
- Discretionary AUM: $287.9M
- Clients: 5
- Accounts: 287

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BRUNNER BRIAN J | PRESIDENT/OWNER; PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| BRUNNER BRIAN JOSEPH | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MANSELL SEAN LOWRIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119656/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119656/similar
- Related entities: https://search.stillhousedata.com/firm/119656/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119656

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.