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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2013
- Office Locations
- 1
Office Locations
About Northpoint Wealth Financial Services, LLC
Northpoint Wealth Financial Services, LLC is a Tulsa, Oklahoma investment advisory firm serving retail and institutional relationships. The firm provides portfolio construction and asset allocation guidance, including mutual-fund implementations and exposure to alternatives and responsible investing themes, alongside retirement plan support, tax planning, and insurance-related services. Owner-led by President/Managing Member D. Gene Bishop.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Northpoint Wealth Financial Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
D GENE BISHOP
Chief Operating Officer, Managing Member, President
- CRD
- #4526655
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,981,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,981,272 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Northpoint Wealth Financial Services, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.