WEALTHPOINT FINANCIAL LLC

WEALTHPOINT FINANCIAL LLC of CRAMERTON, NC is an SEC-registered investment adviser (CRD 332312). Regulatory assets under management: $147.1M.

Registration

• CRD: 332312
• SEC file number: 801-130837
• Type: Registered investment adviser
• Location: 102 HIDDEN PASTURES DR., SUITE 213, CRAMERTON, NC, 28032
• Phone: 704-675-5300
• Latest filing: 2026-03-31
• Regulatory AUM: $147.1M
• Discretionary AUM: $147.1M
• Clients: 7
• Accounts: 979

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332312 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search