Centerpoint Wealth Management LLC


Assets, Funds, Holdings

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Centerpoint Wealth Management LLC
CRD #119656
SEC #801-61048
AUM $198.4 MM (100% Disc, 100% US, 2020-03-17)
Employees5 (40% Investors, 0% Brokers)
Address56 N Main Street
Zionsville, IN 46077
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
3J Capital Partners Ltd
Horizon Investment Services LLC
IN 0.2
Todo Capital LLC
Chapel Hill Investment Analysts Inc
PA 0.2
Pinnacle Family Advisors LLC
MO 0.2
RAY Theil Wealth Management LLC
OH 0.2
Summit Financial Consultants Inc
CA 0.2
CRUM Richard Scott
CA 0.2
Concorde Financial Corporation
TX 0.2
ARS Investment Advisors Inc
UT 0.2
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