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| Wealthpoint Financial LLC
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|---|---|
| CRD # | 332312 |
| SEC # | 801-130837 |
| CIK # | 0002040860, 0001763608 |
| AUM | 147.1 M (2026-03-31) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 704-675-5300 |
| Address | 102 Hidden Pastures Dr Cramerton, NC 28032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LPL Investment Holdings Inc | 1.9 | ||
| Nvidia Corp | 1.7 | ||
| Apple Inc | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 89.7 |
| (b) Individuals (high net worth individuals) | 30 | 54.1 |
| (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 | 4 | 3.0 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 979 | 147.1 |
| By Discretionary | ||
| Discretionary | 979 | 147.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 979 | 147.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.1 | |
| Total | 979 | 147.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763608] | |
| 13F-HR | [0002040860] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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