Centerpoint Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Centerpoint Wealth Management LLC ✚
CRD #	119656
SEC #	801-61048
CIK #
AUM
Employees	5 (60% Investors, 0% Brokers)
Phone	317-973-7700
Address	56 N Main Street Zionsville, IN 46077
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	42	21.9
(b) Individuals (high net worth individuals)	65	195.6
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	2	70.5
(n) Other	0	0.0
Total	287	287.9
By Discretionary
Discretionary	287	287.9
Non-Discretionary	0	0.0
Total	287	287.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		287.9
Total	287	287.9

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