CENTERPOINT WEALTH MANAGEMENT, LLC
CRD #119656 SEC #801-61048 ZIONSVILLE, IN (317) 973-7700
SEC Registered
Total AUM
$287.9M
Discretionary
$287.9M
Employees
5
Clients
51
Accounts
287
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $287.9M | $287.9M | $0 | 5 | 9 |
| Feb 2024 | $287.9M | $287.9M | $0 | 5 | 9 |
| Sep 2023 | $225.8M | $225.8M | $0 | 4 | 9 |
| Mar 2023 | $225.8M | $225.8M | $0 | 4 | 9 |
| Mar 2023 | $225.8M | $225.8M | $0 | 4 | 9 |
| Feb 2023 | $225.8M | $225.8M | $0 | 4 | 9 |
| Jan 2023 | $253.6M | $253.6M | $0 | 4 | 9 |
| Jan 2023 | $253.6M | $253.6M | $0 | 4 | 9 |
| Aug 2022 | $253.6M | $253.6M | $0 | 4 | 9 |
| Mar 2022 | $253.6M | $253.6M | $0 | 4 | 9 |
| Feb 2022 | $253.6M | $253.6M | $0 | 4 | 9 |
| Feb 2021 | $212.9M | $212.9M | $0 | 5 | 9 |
| Jun 2020 | $198.4M | $198.4M | $0 | 5 | 9 |
| Mar 2020 | $198.4M | $198.4M | $0 | 5 | 9 |
| Mar 2019 | $160.7M | $110.5M | $50.2M | 5 | 5 |
| Oct 2018 | $181.9M | $120.4M | $61.5M | 5 | 6 |
| Mar 2018 | $181.9M | $120.4M | $61.5M | 5 | 6 |
| Mar 2017 | $160.2M | $157.4M | $2.8M | 5 | 26 |
| Mar 2016 | $145.2M | $140.1M | $5.1M | 5 | 26 |
| Mar 2015 | $157.1M | $153.6M | $3.6M | 6 | 26 |
| May 2014 | $155.2M | $151.1M | $4.1M | 7 | 26 |
| Mar 2014 | $155.2M | $151.1M | $4.1M | 7 | 26 |
| Jan 2014 | $134.3M | $130.8M | $3.6M | 5 | 26 |
| Mar 2013 | $134.3M | $130.8M | $3.6M | 5 | 26 |
| Aug 2012 | $113.1M | $109.5M | $3.6M | 1 | 26 |
| Aug 2012 | $113.1M | $109.5M | $3.6M | 1 | 26 |
| Jun 2012 | $113.1M | $109.5M | $3.6M | 1 | 26 |
| Mar 2012 | $113.1M | $109.5M | $3.6M | 1 | 26 |
| Nov 2011 | $128.4M | $124.4M | $4M | 1 | 26 |
| Mar 2011 | $128.4M | $124.4M | $4M | 5 | -- |
| Apr 2009 | $28.7M | $28.7M | $0 | 5 | -- |
| Jan 2007 | $34.5M | $0 | $34.5M | 5 | -- |
| Mar 2006 | $29M | $0 | $29M | 5 | -- |
| Sep 2005 | $25.7M | $0 | $25.7M | 5 | -- |
| Mar 2002 | $41.8M | $0 | $41.8M | 5 | -- |
DateApr 2024
Total AUM$287.9M
Discretionary$287.9M
Non-Disc.$0
Employees5
Clients9
DateFeb 2024
Total AUM$287.9M
Discretionary$287.9M
Non-Disc.$0
Employees5
Clients9
DateSep 2023
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees4
Clients9
DateMar 2023
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees4
Clients9
DateMar 2023
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees4
Clients9
DateFeb 2023
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees4
Clients9
DateJan 2023
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees4
Clients9
DateJan 2023
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees4
Clients9
DateAug 2022
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees4
Clients9
DateMar 2022
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees4
Clients9
DateFeb 2022
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees4
Clients9
DateFeb 2021
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees5
Clients9
DateJun 2020
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees5
Clients9
DateMar 2020
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees5
Clients9
DateMar 2019
Total AUM$160.7M
Discretionary$110.5M
Non-Disc.$50.2M
Employees5
Clients5
DateOct 2018
Total AUM$181.9M
Discretionary$120.4M
Non-Disc.$61.5M
Employees5
Clients6
DateMar 2018
Total AUM$181.9M
Discretionary$120.4M
Non-Disc.$61.5M
Employees5
Clients6
DateMar 2017
Total AUM$160.2M
Discretionary$157.4M
Non-Disc.$2.8M
Employees5
Clients26
DateMar 2016
Total AUM$145.2M
Discretionary$140.1M
Non-Disc.$5.1M
Employees5
Clients26
DateMar 2015
Total AUM$157.1M
Discretionary$153.6M
Non-Disc.$3.6M
Employees6
Clients26
DateMay 2014
Total AUM$155.2M
Discretionary$151.1M
Non-Disc.$4.1M
Employees7
Clients26
DateMar 2014
Total AUM$155.2M
Discretionary$151.1M
Non-Disc.$4.1M
Employees7
Clients26
DateJan 2014
Total AUM$134.3M
Discretionary$130.8M
Non-Disc.$3.6M
Employees5
Clients26
DateMar 2013
Total AUM$134.3M
Discretionary$130.8M
Non-Disc.$3.6M
Employees5
Clients26
DateAug 2012
Total AUM$113.1M
Discretionary$109.5M
Non-Disc.$3.6M
Employees1
Clients26
DateAug 2012
Total AUM$113.1M
Discretionary$109.5M
Non-Disc.$3.6M
Employees1
Clients26
DateJun 2012
Total AUM$113.1M
Discretionary$109.5M
Non-Disc.$3.6M
Employees1
Clients26
DateMar 2012
Total AUM$113.1M
Discretionary$109.5M
Non-Disc.$3.6M
Employees1
Clients26
DateNov 2011
Total AUM$128.4M
Discretionary$124.4M
Non-Disc.$4M
Employees1
Clients26
DateMar 2011
Total AUM$128.4M
Discretionary$124.4M
Non-Disc.$4M
Employees5
Clients--
DateApr 2009
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$34.5M
Discretionary$0
Non-Disc.$34.5M
Employees5
Clients--
DateMar 2006
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees5
Clients--
DateSep 2005
Total AUM$25.7M
Discretionary$0
Non-Disc.$25.7M
Employees5
Clients--
DateMar 2002
Total AUM$41.8M
Discretionary$0
Non-Disc.$41.8M
Employees5
Clients--