Wrightpoint Wealth
RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$465K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337969
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.8%
- Individuals14.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wrightpoint Wealth LLC is a Kentucky-registered, individually owned advisory firm organized as an LLC. The firm focuses on delivering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers on behalf of clients. Its stated fee arrangement combines a percentage-of-AUM component with fixed fees. Wrightpoint identifies as a capital allocator but does not position itself as an ESG investor or a multi-state advisory platform.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds24%
- Non-Exchange Traded Equities8%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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