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Building 2WEALTHPOINT ADVISORS LLC

Map pinINDIANAPOLIS, IN
Phone317-818-1040
NotebookSEC #801-71645
Total AUM
$303.7M
Employees
6
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8520 ALLISON POINTE BOULEVARD
SUITE 230
INDIANAPOLIS
IN 46250
United States
Operating Hours
8:30 A.M. TO 5 P.M.
Monday - Friday
Phone
317-818-1040

ReceiptFinancials

Total AUM
$303.7M
Accounts
574
Discretionary
$303.7M
Accounts
574
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$29.8M
HNW Individual Clients
76
AUM
$240.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M
Charitable Organization Clients
12
AUM
$7.3M
Corporation or Business Clients
11
AUM
$22.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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