WEALTHPOINT FINANCIAL LLC
Legal name: WEALTHPOINT ADVISORS
CRD #332312 SEC #801-130837 CRAMERTON, NC 704-675-5300
SEC Registered
Total AUM
$119.3M
Discretionary
$119.3M
Employees
7
Clients
251
Accounts
883
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $119.3M | $119.3M | $0 | 7 | 0 |
| Mar 2025 | $119.3M | $119.3M | $0 | 7 | 0 |
| Dec 2024 | $121.1M | $121.1M | $0 | 6 | 0 |
| Nov 2024 | $120.1M | $120.1M | $0 | 6 | 0 |
| Nov 2024 | $120.1M | $120.1M | $0 | 6 | 0 |
| Sep 2024 | $0 | $0 | $0 | 6 | 0 |
| Aug 2024 | $0 | $0 | $0 | 6 | 0 |
| Jul 2024 | $0 | $0 | $0 | 6 | 0 |
| Jun 2024 | $0 | $0 | $0 | 6 | 0 |
DateAug 2025
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0