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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MANSELL, SEAN, LOWRIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MANSELL, SEAN, LOWRIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRUNNER, BRIAN, J. | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNNER, BRIAN, J. | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNNER, BRIAN, J. | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNNER, BRIAN, J. | I | PRESIDENT/OWNER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
| BRUNNER, BRIAN, JOSEPH | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Apr 29, 2024 REGISTERED
Notice Filings (2)
IN TX
Address
56 N. MAIN STREETZIONSVILLE, IN 46077
United States
Phone: (317) 973-7700