Wealthpoint Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Wealthpoint Advisors LLC ✚
CRD #	151723
SEC #	801-71645
CIK #
AUM
Employees	6 (67% Investors, 0% Brokers)
Phone	317-818-1040
Address	8520 Allison Pointe Boulevard Indianapolis, IN 46250
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	85	29.8
(b) Individuals (high net worth individuals)	76	240.6
(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	3.1
(h) Charitable organizations	12	7.3
(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	11	22.8
(n) Other	0	0.0
Total	574	303.7
By Discretionary
Discretionary	574	303.7
Non-Discretionary	0	0.0
Total	574	303.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		303.7
Total	574	303.7

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