Centerpoint Advisors, LLC
● SEC registered since 2011CRD 156698SEC# 801-72619Needham, MA
Reg. AUM
$731.9M
Employees
12
Accounts
1,055
Location
Needham, MA
Centerpoint Advisors, LLC assets under management
Centerpoint Advisors, LLC operates as an SEC-registered investment adviser based in Needham, MA. The firm has been registered since 2011. It reports $731.9 million in regulatory assets under management and employs 12 people.
Centerpoint Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Michelle Wolfsberg Control | Managing Member / Chief Compliance Officer | 50-75% | 2011 |
| John Edward Wolfsberg Control | Managing Member And Director Of Fixed Income | 25-50% | 2011 |
Frequently asked questions
How much does Centerpoint Advisors, LLC manage?
Centerpoint Advisors, LLC reports $731.9 million in regulatory assets under management on its Form ADV.
How many employees does Centerpoint Advisors, LLC have?
Centerpoint Advisors, LLC reports 12 employees.
Where is Centerpoint Advisors, LLC located?
Centerpoint Advisors, LLC is based in Needham, MA and has been SEC-registered since 2011.
Does Centerpoint Advisors, LLC disclose fund performance?
Centerpoint Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 175 Highland Avenue, Suite 302, Needham, MA 02494 |
| Phone | (781) 400-1748 |
| Fax | (781) 400-1749 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$731.9M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$731.9Mregulatory AUM
Discretionary $731.9M