$147.1M Total AUM
$147.1M Disc. AUM
-- 3Y CAGR
7 Employees
380 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-2024
- Office Locations
- 1
Office Locations
102 Hidden Pastures Dr. Suite 213 Cramerton NC
About Wealthpoint Advisors
WealthPoint Advisors is an independent North Carolina wealth and retirement planning firm focused on clients approaching or in retirement. Services include retirement income strategies, wealth management and investments, IRA/401(k) rollovers, tax-efficient and legacy planning, and life insurance/annuity solutions (via affiliated WealthPoint Solutions). Custody includes Charles Schwab.
Team overview
40 AVG AGE
$36.8M AVG AUM / ADVISOR
$387.1K AVG AUM / CLIENT
1.8 yrs AVG TENURE
7 Employees
4 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
L
LAUREN SKIDMORE IVESTER
Financial Advisor, General Partner, PARTNER
- CRD
- #5001776
- Ownership
- 25% but less than 50%
Available
Available
Available
C
CORY ADAM SHUFORD
Financial Planner, PARTNER
- CRD
- #5674524
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
Julio C Gaviria
Financial Planner
- CRD
- #6977651
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,097,327 | $150,253 |
| Non-Discretionary | $0 | -- |
| Total | $147,097,327 | $150,253 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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