Centerpoint Wealth Management LLC

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CAFR Data
Centerpoint Wealth Management LLC
CRD #119656
SEC #801-61048
CIK #
AUM $160.7 MM (69% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Phone317-973-7700
Address56 N Main Street
Zionsville, IN 46077
Source [IAPD] [Website]
Total AUM ($MM)
185148111743702002200820142020
Comparable Firms State AUM ($BB)
Financial Gravity Wealth Inc
TX 0.2
Livelife Capital Partners LLC
MA 0.2
Cadence Wealth Management LLC
MA 0.2
van Leeuwen & Company LLC
NJ 0.2
Geronimo Partners Asset Management LLC
CO 0.2
Capital Management Group LLC
DC 0.2
Decker Wealth Management LLC
TN 0.2
Homan Wealth Advisors LLC
NE 0.2
Skyline Advisors Inc
WA 0.2
Chalice Wealth Advisors LLC
CA 0.2
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