WEALTHPOINT ADVISORS LLC
CRD #151723 SEC #801-71645 INDIANAPOLIS, IN 317-818-1040
SEC Registered
Total AUM
$303.7M
Discretionary
$303.7M
Employees
6
Clients
51
Accounts
574
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $303.7M | $303.7M | $0 | 6 | 2 |
| Mar 2023 | $271.9M | $271.9M | $0 | 6 | 1 |
| Aug 2022 | $293.1M | $293.1M | $0 | 7 | 1 |
| Mar 2022 | $293.1M | $293.1M | $0 | 7 | 1 |
| Mar 2022 | $318.4M | $318.4M | $0 | 7 | 1 |
| Mar 2021 | $235.7M | $235.7M | $0 | 7 | 1 |
| Mar 2021 | $278.6M | $235.7M | $42.9M | 7 | 1 |
| Jun 2020 | $195.6M | $195.6M | $0 | 7 | 1 |
| Mar 2020 | $195.6M | $195.6M | $0 | 7 | 1 |
| Mar 2019 | $161.3M | $161.3M | $0 | 6 | 1 |
| Dec 2018 | $188.4M | $159.8M | $28.6M | 6 | 0 |
| Feb 2018 | $188.4M | $159.8M | $28.6M | 6 | 0 |
| Jan 2018 | $159.9M | $137.9M | $22M | 5 | 0 |
| Mar 2017 | $159.9M | $137.9M | $22M | 5 | 100 |
| Mar 2016 | $145.1M | $125.4M | $19.8M | 3 | 100 |
| Mar 2015 | $142.8M | $126.5M | $16.3M | 5 | 100 |
| Mar 2014 | $131.5M | $121.3M | $10.2M | 5 | 100 |
| Mar 2013 | $101.3M | $92.6M | $8.7M | 5 | 100 |
| Apr 2012 | $90.4M | $84.1M | $6.3M | 1 | 26 |
| Mar 2012 | $90.4M | $84.1M | $6.3M | 1 | 243 |
| Mar 2011 | $80M | $76M | $4M | 5 | -- |
| Jul 2010 | $64.2M | $64.2M | $0 | 5 | -- |
| Jun 2010 | $64.2M | $64.2M | $0 | 5 | -- |
DateMar 2024
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees6
Clients2
DateMar 2023
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees6
Clients1
DateAug 2022
Total AUM$293.1M
Discretionary$293.1M
Non-Disc.$0
Employees7
Clients1
DateMar 2022
Total AUM$293.1M
Discretionary$293.1M
Non-Disc.$0
Employees7
Clients1
DateMar 2022
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$235.7M
Discretionary$235.7M
Non-Disc.$0
Employees7
Clients1
DateMar 2021
Total AUM$278.6M
Discretionary$235.7M
Non-Disc.$42.9M
Employees7
Clients1
DateJun 2020
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2020
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2019
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees6
Clients1
DateDec 2018
Total AUM$188.4M
Discretionary$159.8M
Non-Disc.$28.6M
Employees6
Clients0
DateFeb 2018
Total AUM$188.4M
Discretionary$159.8M
Non-Disc.$28.6M
Employees6
Clients0
DateJan 2018
Total AUM$159.9M
Discretionary$137.9M
Non-Disc.$22M
Employees5
Clients0
DateMar 2017
Total AUM$159.9M
Discretionary$137.9M
Non-Disc.$22M
Employees5
Clients100
DateMar 2016
Total AUM$145.1M
Discretionary$125.4M
Non-Disc.$19.8M
Employees3
Clients100
DateMar 2015
Total AUM$142.8M
Discretionary$126.5M
Non-Disc.$16.3M
Employees5
Clients100
DateMar 2014
Total AUM$131.5M
Discretionary$121.3M
Non-Disc.$10.2M
Employees5
Clients100
DateMar 2013
Total AUM$101.3M
Discretionary$92.6M
Non-Disc.$8.7M
Employees5
Clients100
DateApr 2012
Total AUM$90.4M
Discretionary$84.1M
Non-Disc.$6.3M
Employees1
Clients26
DateMar 2012
Total AUM$90.4M
Discretionary$84.1M
Non-Disc.$6.3M
Employees1
Clients243
DateMar 2011
Total AUM$80M
Discretionary$76M
Non-Disc.$4M
Employees5
Clients--
DateJul 2010
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees5
Clients--