WEALTHPOINT ADVISORS
Firm details
- Headquarters
- CRAMERTON, North Carolina
- CRD number
- 332312
- Registered since
- July 26, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61%
- HNWI36.79%
- Pension & Profit Sharing Plans2.03%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthpoint Advisors is an independent registered investment advisor organized as a limited liability company and registered with the SEC in 2024. The firm’s client mix includes individuals and families as well as some institutional relationships, and its advisory services focus on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible—Wealthpoint charges a percentage of assets under management and also offers hourly and fixed-fee engagements. From an investment-implementation perspective the firm relies heavily on pooled public investment vehicles rather than direct stock-picking or extensive alternative-manager allocations. It is not identified as an active ESG investor and does not operate as a capital allocator. Custody for client assets is concentrated at Charles Schwab & Co., Inc.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities24%
- Cash & Cash Equivalents11%
- Private Funds1%
Owners & executives
1 of 1KYLE SIKES
Partner & Chief Compliance OfficerCRD 6379686
Contacts
3 of 3LAUREN IVESTER
Financial Planner & PartnerCRD 5001776
CORY SHUFORD
PartnerCRD 5674524
Julio Gaviria
Financial PlannerCRD 6977651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CRAMERTON, NC
GASTON
Location
CRAMERTON, NC
Headquartered in CRAMERTON, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- GASTON
- Address
- 102 Hidden Pastures Dr
- Time zone
- ET (UTC-5)
- Office locations
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