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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 4, 2025
- 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 |
|---|---|---|---|---|
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| IVESTER, LAUREN, SKIDMORE | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SHUFORD, CORY, ADAM | I | MEMBER MANAGER, PARTNER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| SIKES, KYLE, DAVID | I | MEMBER MANAGER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Aug 4, 2025 REGISTERED
Notice Filings (5)
FL NC PA SC TX
Address
102 HIDDEN PASTURES DR.SUITE 213
CRAMERTON, NC 28032
United States
Phone: 704-675-5300