WEALTHPOINT FINANCIAL LLC

WEALTHPOINT ADVISORS
CRAMERTON, North Carolina·3 registered advisors·CRD# 332312
SEC# 801-1308370704-675-5300
01

Firm Overview

AUM
$121M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTHPOINT FINANCIAL LLC

3 registered advisors
Cory Adam Shuford
CRAMERTON, North Carolina
Kyle David Sikes
CRAMERTON, North Carolina
Lauren Skidmore Ivester
CRAMERTON, North Carolina
05

Office Locations

CRAMERTON, North Carolina
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. WEALTHPOINT FINANCIAL LLC (CRD# 332312) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.