# Wealthpoint Advisors

Wealthpoint Advisors is a Bank / Wealth / Trust based in Cramerton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cramerton, United States
- **Region:** North America
- **Address:** Indianapolis, IN, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** wealthpointadv.com
- **LinkedIn:** https://www.linkedin.com/company/wealthpointadvisorsnc

## Regulatory record

- **CRD number:** 332312
- **SEC file number:** 801-130837
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332312

## About

Wealthpoint Advisors was founded in 2009 and is headquartered in Indianapolis. The firm provides portfolio management, financial planning, and pension-consulting services. It serves individuals, high-net-worth families, and small to mid-sized institutional accounts, including corporate retirement plans. The firm's core client base is concentrated in Indiana and the broader Midwest. The firm manages assets across public equities and fixed-income instruments, constructing allocations through direct security selection and third-party mutual-fund strategies. Wealthpoint's advisory work includes employer-sponsored retirement-plan management and personal trust administration. Geographic focus remains regional, with most relationships originating from the Indianapolis metropolitan area and surrounding counties. Wealthpoint operates as a lean advisory practice. It is registered with the SEC as an RIA, placing it under fiduciary obligation for its advisory accounts. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or club co-investment platform — appear in public records. The firm has maintained a quiet, relationship-driven presence in the Indiana wealth-management market since its 2009 launch. A distinguishing structural feature is Wealthpoint's hybrid posture: it functions as both a personal wealth advisor and an outsourced pension consultant for plan sponsors. This dual-practice architecture — mixing high-net-worth individual relationships with ERISA-governed institutional accounts — creates a book that blends retail wealth management with institutional fiduciary discipline.

## Questions

### Who are the named principals running Wealthpoint Advisors?

Wealthpoint Advisors does not prominently disclose named principals, portfolio managers, or an investment committee on its public-facing materials. Its SEC-registered RIA status requires certain individuals to be listed on Form ADV filings, which can be obtained through the SEC's Investment Adviser Public Disclosure database for the most current personnel information.

### What is Wealthpoint's investment philosophy?

Wealthpoint Advisors constructs portfolios using a mix of direct equity and fixed-income positions alongside third-party mutual funds. The firm tailors allocations to individual client goals and pension-plan mandates rather than running a centralized, top-down model portfolio. Strategies are designed to serve Midwestern individuals and small institutions with an emphasis on income, capital preservation, and fiduciary prudence.

### What is the firm's known AUM?

Wealthpoint Advisors does not publicly disclose assets under management. As an SEC-registered RIA, the firm files Form ADV which includes a regulatory AUM figure. Allocators conducting due diligence can retrieve the most recent filing through the SEC's IAPD website.

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- [Wealthplans](https://altss.com/profile/wealthplans)
- [Wealthpro](https://altss.com/profile/wealthpro)

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Last updated: 2026-06-03T20:00:00.000Z

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