CENTRAL POINT WEALTH MANAGEMENT LLC

CENTRAL POINT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 330412). Regulatory assets under management: $1.8M.

Registration

• CRD: 330412
• Type: Registered investment adviser
• Phone: 614-352-8109
• Latest filing: 2026-03-30
• Regulatory AUM: $1.8M
• Non-discretionary AUM: $1.8M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330412 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search