LP Profile

Wealthpoint Advisors

Also known as wealthpoint

Wealth ManagerIndianapolis, United StatesFounded 2009
Indianapolis
Headquarters
Investment Focus

About Wealthpoint Advisors

Wealthpoint Advisors is a wealth manager based in Indianapolis, US. Founded in 2009.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wealthpoint Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$147.1M
Total Clients
979
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Wealthpoint Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Wealthpoint Advisors?

Wealthpoint Advisors is a wealth manager based in Indianapolis, United States.

Where is Wealthpoint Advisors headquartered?

Wealthpoint Advisors is headquartered in Indianapolis, United States.

When was Wealthpoint Advisors founded?

Wealthpoint Advisors was founded in 2009.

How can I contact Wealthpoint Advisors?

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