Wealthpoint Financial LLC
● SEC registered since 2024CRD 332312SEC# 801-130837Cramerton, NC
Reg. AUM
$147.1M
Employees
7
Accounts
979
Location
Cramerton, NC
Wealthpoint Financial LLC assets under management
Wealthpoint Financial LLC is an SEC-registered investment adviser based in Cramerton, NC. The firm has been registered since 2024. It reports $147.1 million in regulatory assets under management and employs 7 people.
Wealthpoint Financial LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cory Adam Shuford Control | Member Manager, Partner | 25-50% | 2024 |
| Kyle David Sikes Control | Member Manager, Partner, Chief Compliance Officer | 25-50% | 2024 |
| Lauren Skidmore Ivester Control | Member Manager, Partner | 25-50% | 2024 |
Frequently asked questions
How much does Wealthpoint Financial LLC manage?
Wealthpoint Financial LLC reports $147.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealthpoint Financial LLC have?
Wealthpoint Financial LLC reports 7 employees.
Where is Wealthpoint Financial LLC located?
Wealthpoint Financial LLC is based in Cramerton, NC and has been SEC-registered since 2024.
Does Wealthpoint Financial LLC disclose fund performance?
Wealthpoint Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 102 Hidden Pastures Dr., Suite 213, Cramerton, NC 28032 |
| Phone | 704-675-5300 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$147.1M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$147.1Mregulatory AUM
Discretionary $147.1M