WealthPoint Advisors

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

8520 Allison Pointe Blvd Ste 230, Indian...

Phone Number

(317) 818-1040

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About WealthPoint Advisors

WealthPoint Advisors, LLC is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the state of Indiana. WealthPoint Advisors, LLC may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing.Explore more
WealthPoint Advisors's Social MediaPopular SearchesWealthPoint AdvisorsWealthpoint Advisors LLCWealthPointAdvisorsSIC Code 62,628NAICS Code 52,523Show more

WealthPoint Advisors Org Chart

PhoneEmail
MS
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Senior Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthPoint Advisors

<$5M
1-10
Private
-
2009
MS
Michael SkehanSenior Advisor
<$5M
1-10
Private
-
1993
N/A
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1987
LS
Leslea Stock-LopezPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
2001
BH
Benjamin HagyFinancial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WealthPoint Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

WealthPoint Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WealthPoint Advisors.

WealthPoint Advisors Tech Stack

A closer look at the technologies used by WealthPoint Advisors

Top Finance Companies

Frequently Asked Questions Regarding WealthPoint Advisors

What is WealthPoint Advisors's official website?
WealthPoint Advisors's official website is www.wealthpointadv.com
What is WealthPoint Advisors's Revenue?
WealthPoint Advisors's revenue is <$5 Million
What is WealthPoint Advisors's SIC code?
WealthPoint Advisors's SIC: 62,628
What is WealthPoint Advisors's NAICS code?
WealthPoint Advisors's NAICS: 52,523
How many employees does WealthPoint Advisors have?
WealthPoint Advisors has 1-10 employees
What industry does WealthPoint Advisors belong to?
WealthPoint Advisors is in the industry of: Finance, Securities Trading
What is WealthPoint Advisors competition?
WealthPoint Advisors top competitors include: Bollin Wealth Management, Pathway Financial Group, United Wealth Management, Murphy Wealth Management
What technology does WealthPoint Advisors use?
Some of the popular technologies that WealthPoint Advisors uses are: MailChimp, Barracuda Networks, Microsoft 365, MailChimp SPF
How do I contact WealthPoint Advisors?
WealthPoint Advisors contact info: Phone number: (317) 818-1040 Website: www.wealthpointadv.com
What does WealthPoint Advisors do?

WealthPoint Advisors, LLC is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the state of Indiana. WealthPoint Advisors, LLC may not provide investment advisory services to any resident of states in which the firm does... not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing.Read More

What are WealthPoint Advisors social media links?
WealthPoint Advisors Linkedin page WealthPoint Advisors Twitter page WealthPoint Advisors Facebook page
Is WealthPoint Advisors a public company?
WealthPoint Advisors is private company therefore does not currently have an official ticker symbol
See more information about WealthPoint Advisors

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