Wealthpoint Advisors
Wealthpoint Advisors is an SEC-registered mass-market adviser in Cramerton, NC with $147.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Wealthpoint Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332312, SEC 801-130837, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $147.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Cramerton, NC
- Employees
- 7
- Clients
- 380
- CRD
- 332312
- Ownership
- SIKES, KYLE, DAVID; IVESTER, LAUREN, SKIDMORE; SHUFORD, CORY, ADAM
How much AUM does Wealthpoint Advisors have?
Wealthpoint Advisors reported $147.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wealthpoint Advisors?
Disclosed owners and executives of Wealthpoint Advisors include SIKES, KYLE, DAVID, IVESTER, LAUREN, SKIDMORE, SHUFORD, CORY, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.