# CENTERPOINT ADVISORS, LLC

CENTERPOINT ADVISORS, LLC of NEEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 156698
- Type: SEC-registered investment adviser
- SEC file number: 801-72619
- Location: 175 HIGHLAND AVENUE, SUITE 302, NEEDHAM, MA, 02494
- Phone: (781) 400-1748
- Latest filing: 2026-03-31
- Regulatory AUM: $731.9M
- Discretionary AUM: $731.9M
- Clients: 12
- Accounts: 1,055

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Michelle Wolfsberg | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| John Edward Wolfsberg | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | — |
| WOLFSBERG JENNIFER MICHELLE | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| GREENE RICHARD WAYNE | MANAGING MEMBER; MANAGING PRINCIPAL EMERITUS | — |
| WOLFSBERG JOHN EDWARD | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME; PRINCIPAL AND DIRECTOR OF FIXED INCOME | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156698/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156698/similar
- Related entities: https://search.stillhousedata.com/firm/156698/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156698

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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.