WEALTHPOINT ADVISORS LLC
WEALTHPOINT ADVISORS LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 151723). Regulatory assets under management: $303.7M.
Registration
- CRD: 151723
- SEC file number: 801-71645
- Type: Registered investment adviser
- Location: 8520 ALLISON POINTE BOULEVARD, SUITE 230, INDIANAPOLIS, IN, 46250
- Phone: 317-818-1040
- Latest filing: 2024-03-27
- Regulatory AUM: $303.7M
- Discretionary AUM: $303.7M
- Clients: 6
- Accounts: 574
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| WALKER CHRISTOPHER MICHAEL | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WILLISON STEPHANIE LYNN | MEMBER/VICE PRESIDENT; VICE PRESIDENT | — |
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