|
⚲
|
| Centerpoint Wealth Management LLC
✚
| |
|---|---|
| CRD # | 119656 |
| SEC # | 801-61048 |
| CIK # | |
| AUM | $287.9 MM (2024-02-14) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 317-973-7700 |
| Address | 56 N Main Street Zionsville, IN 46077 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 21.9 |
| (b) Individuals (high net worth individuals) | 65 | 195.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 70.5 |
| (n) Other | 0 | 0.0 |
| Total | 287 | 287.9 |
| By Discretionary | ||
| Discretionary | 287 | 287.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 287 | 287.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.9 | |
| Total | 287 | 287.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Guidance Capital Inc
✚
|
KY | 0.3 |
|
Rareview Capital LLC
✚
|
NV | 0.3 |
|
Compass Financial Services Inc
✚
|
IA | 0.3 |
|
Presidio Capital Management LLC
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|
CA | 0.3 |
|
Ashworth Wealth LLC
✚
|
UT | 0.3 |
|
Core Wealth Management Inc
✚
|
FL | 0.3 |
|
Coign Capital Advisors LLC
✚
|
UT | 0.3 |
|
BDFS Capital LLC
✚
|
DE | 0.3 |
|
Comprehensive Wealth Solutions LLC
✚
|
FL | 0.3 |
|
Optimum Investment Advisors LLC
✚
|
IL | 0.3 |