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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CENTERPOINT ADVISORS, LLC

CRD 156698

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b17775ac-986d-e75e-97d0-787c1600bd27

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2012 to Mar 31, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $732MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $732M
Private client RAUM: $729MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $81.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,055
Individual clients: 297
High net worth clients: 201
Custody, client assets: $324M
SEC number: 801-72619
CRD: 156698
Filings on the tape: 31
First filed: Feb 21, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN EDWARD WOLFSBERG	n/a	NEEDHAM, MA	15	31	2	no
JENNIFER MICHELLE WOLFSBERG	n/a	NEEDHAM, MA	15	29	2	no
OLGA POLTORATSKAYA OKATY	n/a	NEEDHAM, MA	15	20	1	no
LORI D PATTERSON	n/a	NEEDHAM, MA	14	25	7	no
MARK JOHNSON BARRY	n/a	NEEDHAM, MA	13	14	n/a	no
JOHN DAVID WOLFSBERG	n/a	NEEDHAM, MA	8	10	n/a	no
COURTNEY CLAIRE SUMMA	n/a	NEEDHAM, MA	8	11	n/a	no
Robert Anthony Norris	n/a	NEEDHAM, MA	7	10	n/a	no
Kevin Fitzgerald Donohue	n/a	NEEDHAM, MA	6	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WOLFSBERG, JENNIFER, MICHELLE	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	D	yes	03/2011	Feb 21, 2012	Mar 26, 2024
WOLFSBERG, JOHN, EDWARD	MANAGING MEMBER AND DIRECTOR OF FIXED INCOME	C	yes	07/2011	Nov 7, 2012	Mar 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$732M	$732M	12	7	0	n/a	n/a
2024	Mar 26, 2025	$688M	$669M	13	8	0	n/a	n/a
2023	Mar 26, 2024	$605M	$589M	13	6	0	n/a	n/a
2022	Mar 27, 2023	$520M	$509M	12	6	0	n/a	n/a
2021	Mar 30, 2022	$560M	$543M	12	5	0	n/a	n/a
2020	Mar 23, 2021	$426M	$408M	11	5	0	n/a	n/a
2019	Mar 27, 2020	$378M	$360M	11	5	0	n/a	n/a
2018	Mar 26, 2019	$329M	$314M	10	5	0	n/a	n/a
2017	Mar 21, 2018	$295M	$279M	9	5	0	n/a	n/a
2016	Mar 30, 2017	$272M	$257M	8	4	n/a	n/a	n/a
2015	Mar 21, 2016	$230M	$216M	9	5	n/a	n/a	n/a
2014	Feb 26, 2015	$221M	$221M	9	5	n/a	n/a	n/a
2013	Feb 19, 2014	$203M	$202M	7	5	n/a	n/a	n/a
2012	Jan 23, 2013	$171M	$170M	7	4	n/a	n/a	n/a
2011	Feb 21, 2012	$150M	$150M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$732M	$688M	6.4%	$520M	12.1%	12	13	0	0

Relationships

Registered with (10)

← Kevin Fitzgerald DonohueAdvisorregistration: current employment
Sep 9, 2020 to presentfactForm ADV
← Robert Anthony NorrisAdvisorregistration: current employment
May 23, 2019 to presentfactForm ADV
← COURTNEY CLAIRE SUMMAAdvisorregistration: current employment
Jun 13, 2018 to presentfactForm ADV
← JOHN DAVID WOLFSBERGAdvisorregistration: current employment
Feb 12, 2018 to presentfactForm ADV
← MARK JOHNSON BARRYAdvisorregistration: current employment
Apr 8, 2013 to presentfactForm ADV
← LORI D PATTERSONAdvisorregistration: current employment
Jun 22, 2012 to presentfactForm ADV
← JOHN EDWARD WOLFSBERGAdvisorregistration: current employment
Aug 2, 2011 to presentfactForm ADV
← JENNIFER MICHELLE WOLFSBERGAdvisorregistration: current employment
Aug 2, 2011 to presentfactForm ADV
← OLGA POLTORATSKAYA OKATYAdvisorregistration: current employment
Aug 2, 2011 to presentfactForm ADV
← ANDREA FRANCESCA BARTOLOAdvisorregistration: previous registration
Feb 6, 2012 to Jun 11, 2012factForm ADV

Controls (2)

← WOLFSBERG, JOHN, EDWARDOwnerMANAGING MEMBER AND DIRECTOR OF FIXED INCOME, ownership code C, individual
Nov 7, 2012 to Mar 26, 2024factForm ADV
← WOLFSBERG, JENNIFER, MICHELLEOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 21, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 30, 2022
Regulatory AUM changed
Centerpoint Advisors, Llc reported RAUM $560.5M, up 32% from $425.8M (2021-09-27 to 2022-03-30)
Form ADVobserved 4 days ago
$135M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b17775ac-986d-e75e-97d0-787c1600bd27
First observed: Feb 21, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CENTERPOINT ADVISORS, LLC

CRD 156698

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b17775ac-986d-e75e-97d0-787c1600bd27

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN EDWARD WOLFSBERG

n/a

NEEDHAM, MA

JENNIFER MICHELLE WOLFSBERG

n/a

NEEDHAM, MA

OLGA POLTORATSKAYA OKATY

n/a

NEEDHAM, MA

LORI D PATTERSON

n/a

NEEDHAM, MA

MARK JOHNSON BARRY

n/a

NEEDHAM, MA

n/a

JOHN DAVID WOLFSBERG

n/a

NEEDHAM, MA

n/a

COURTNEY CLAIRE SUMMA

n/a

NEEDHAM, MA

n/a

Robert Anthony Norris

n/a

NEEDHAM, MA

n/a

Kevin Fitzgerald Donohue

n/a

NEEDHAM, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WOLFSBERG, JENNIFER, MICHELLE

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

03/2011

Feb 21, 2012

Mar 26, 2024

WOLFSBERG, JOHN, EDWARD

MANAGING MEMBER AND DIRECTOR OF FIXED INCOME

yes

07/2011

Nov 7, 2012

Mar 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$732M

n/a

2024

Mar 26, 2025

$688M

$669M

n/a

2023

Mar 26, 2024

$605M

$589M

n/a

2022

Mar 27, 2023

$520M

$509M

n/a

2021

Mar 30, 2022

$560M

$543M

n/a

2020

Mar 23, 2021

$426M

$408M

n/a

2019

Mar 27, 2020

$378M

$360M

n/a

2018

Mar 26, 2019

$329M

$314M

n/a

2017

Mar 21, 2018

$295M

$279M

n/a

2016

Mar 30, 2017

$272M

$257M

n/a

2015

Mar 21, 2016

$230M

$216M

n/a

2014

Feb 26, 2015

$221M

n/a

2013

Feb 19, 2014

$203M

$202M

n/a

2012

Jan 23, 2013

$171M

$170M

n/a

2011

Feb 21, 2012

$150M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$732M

$688M

6.4%

$520M

12.1%