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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 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 |
|---|---|---|---|---|
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WALKER, BRENT, MICHAEL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLISON, STEPHANIE, LYNN | I | VICE PRESIDENT | C | Control |
| WILLISON, STEPHANIE, LYNN | I | MEMBER/VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Mar 27, 2024 REGISTERED
Notice Filings (4)
FL IN RI TX
Address
8520 ALLISON POINTE BOULEVARDSUITE 230
INDIANAPOLIS, IN 46250
United States
Phone: 317-818-1040