| 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 |
Wealthpoint Financial LLC reports $119.3 million in regulatory assets under management on its Form ADV.
Wealthpoint Financial LLC reports 7 employees.
Wealthpoint Financial LLC is based in Cramerton, NC and has been SEC-registered since 2024.
Wealthpoint Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $119.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $119.3M |