Centerpoint Advisors, LLC
Centerpoint Advisors, LLC is an SEC-registered wealth manager in Needham, MA with $731.9M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Centerpoint Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156698, SEC 801-72619, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $731.9M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Needham, MA
- Employees
- 12
- Clients
- 502
- CRD
- 156698
- Ownership
- WOLFSBERG, JENNIFER, MICHELLE; GREENE, RICHARD, WAYNE; WOLFSBERG, JOHN, EDWARD
How much AUM does Centerpoint Advisors, LLC have?
Centerpoint Advisors, LLC reported $731.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Centerpoint Advisors, LLC?
Disclosed owners and executives of Centerpoint Advisors, LLC include WOLFSBERG, JENNIFER, MICHELLE, GREENE, RICHARD, WAYNE, WOLFSBERG, JOHN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.