1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTHPOINT ADVISORS

Map pinCRAMERTON, NC
Phone704-675-5300
NotebookSEC #801-130837
Total AUM
$147.1M
Employees
7
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 HIDDEN PASTURES DR.
SUITE 213
CRAMERTON
NC 28032
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
704-675-5300

ReceiptFinancials

Total AUM
$147.1M
Accounts
979
Discretionary
$147.1M
Accounts
979
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
345
AUM
$89.7M
HNW Individual Clients
30
AUM
$54.1M
Pension/Profit Sharing Plan Clients
4
AUM
$3M
Corporation or Business Clients
1
AUM
$270.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account