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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

WEALTHPOINT ADVISORS LLC

CRD 151723

INDIANAPOLIS, IN

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:d136bf06-d877-bdb8-cc7f-ff0a6af3e78a

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 10
On other graphs: 1
Observed: Mar 15, 2012 to Mar 27, 2024
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Wealthpoint Advisors LLC

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $304MItem 5.F on the latest filing (2024-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $304M
Private client RAUM: $270MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 574
Individual clients: 85
High net worth clients: 76
SEC number: 801-71645
CRD: 151723
Filings on the tape: 21
First filed: Mar 15, 2012
Latest filed: Mar 27, 2024
Organised: Limited Liability Company, Indiana
Website: wealthpointadv.com

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
WALKER, BRENT, MICHAEL	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	09/2009	Mar 15, 2012	Mar 27, 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
2023	Mar 27, 2024	$304M	$304M	6	4	0	n/a	n/a
2022	Mar 31, 2023	$272M	$272M	6	4	0	n/a	n/a
2021	Mar 29, 2022	$318M	$318M	7	6	0	n/a	n/a
2020	Mar 29, 2021	$279M	$236M	7	6	0	n/a	n/a
2019	Mar 31, 2020	$196M	$196M	7	7	0	n/a	n/a
2018	Mar 26, 2019	$161M	$161M	6	6	0	n/a	n/a
2017	Feb 13, 2018	$188M	$160M	6	6	0	n/a	n/a
2016	Mar 29, 2017	$160M	$138M	5	5	n/a	n/a	n/a
2015	Mar 28, 2016	$145M	$125M	3	3	n/a	n/a	n/a
2014	Mar 26, 2015	$143M	$127M	5	4	n/a	n/a	n/a
2013	Mar 18, 2014	$132M	$121M	5	4	n/a	n/a	n/a
2012	Mar 23, 2013	$101M	$92.6M	5	4	n/a	n/a	n/a
2011	Mar 15, 2012	$90.4M	$84.1M	n/a	n/a	n/a	n/a	n/a

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
2023	$304M	$272M	11.7%	$279M	2.9%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALLWORTH FINANCIAL, L.P.	3	Dec 31, 2024	Dec 2, 2024	INDIANAPOLIS, IN	Firm absorbed	RIA to ibd	100.0%

Relationships

Controls (1)

← WALKER, BRENT, MICHAELOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2012 to presentfactForm ADV

Registered with (9)

← Brent WalkerAdvisorregistration: previous registration
Jan 3, 2018 to Dec 31, 2024factForm ADV
← Matthew Patrick HolmesAdvisorregistration: previous registration
May 10, 2024 to Dec 31, 2024factForm ADV
← Jack NewcomerAdvisorregistration: previous registration
Sep 15, 2023 to Dec 31, 2024factForm ADV
← Bryan Robert ByrerAdvisorregistration: previous registration
Dec 18, 2023 to Aug 21, 2024factForm ADV
← NATHAN W EIXAdvisorregistration: previous registration
Feb 21, 2020 to Dec 18, 2023factForm ADV
← Joshua B BentzAdvisorregistration: previous registration
Jan 3, 2018 to Mar 22, 2023factForm ADV
← Brianna Mieko BlackAdvisorregistration: previous registration
Feb 9, 2018 to Nov 7, 2022factForm ADV
← DANIEL ALEXANDER PERKINSAdvisorregistration: previous registration
Jan 3, 2018 to Jun 1, 2022factForm ADV
← STEPHANIE LYNN WILLISONAdvisorregistration: previous registration
Sep 25, 2009 to Jan 4, 2011factForm ADV

Moved with (1)

→ ALLWORTH FINANCIAL, L.P.Registered adviser3 advisors, firm absorbed, same day
Dec 31, 2024 to Dec 2, 2024factForm ADV

Dated events

Occurred
Feb 3, 2025
Left the SEC roster
Wealthpoint Advisors Llc no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $303.7M)
Form ADVobserved 4 days ago
$304M
Occurred
Dec 31, 2024
Firm absorbed
Wealthpoint Advisors LLC's advisors moved to Allworth Financial, L.P. (Indianapolis, IN): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Dec 31, 2024
Advisor changed firm
Jack Newcomer left Wealthpoint Advisors Llc for Allworth Financial, L.P. (registered 2024-12-02)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Brent Walker left Wealthpoint Advisors Llc for Allworth Financial, L.P. (registered 2024-12-02)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Matthew Patrick Holmes left Wealthpoint Advisors Llc for Allworth Financial, L.P. (registered 2024-12-02)
Form ADVobserved 4 days ago
Occurred
Aug 21, 2024
Advisor changed firm
Bryan Robert Byrer left Wealthpoint Advisors Llc for Deerfield (registered 2024-09-16)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2023
Advisor changed firm
Nathan W Eix left Wealthpoint Advisors Llc for Truepoint, Inc. (registered 2025-05-05)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2023
Advisor changed firm
Joshua B Bentz left Wealthpoint Advisors Llc for Truepoint, Inc. (registered 2023-03-24)
Form ADVobserved 4 days ago
Occurred
Nov 7, 2022
Advisor changed firm
Brianna Mieko Black left Wealthpoint Advisors Llc for Financial Life Advisors (registered 2022-11-09)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Daniel Alexander Perkins left Wealthpoint Advisors Llc for Perkins Wealth Advantage (registered 2022-04-18)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d136bf06-d877-bdb8-cc7f-ff0a6af3e78a
First observed: Mar 15, 2012
Last observed: Mar 27, 2024 30 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.

WEALTHPOINT ADVISORS LLC

CRD 151723

INDIANAPOLIS, IN

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:d136bf06-d877-bdb8-cc7f-ff0a6af3e78a

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WALKER, BRENT, MICHAEL

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

09/2009

Mar 15, 2012

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 27, 2024

$304M

n/a

2022

Mar 31, 2023

$272M

n/a

2021

Mar 29, 2022

$318M

n/a

2020

Mar 29, 2021

$279M

$236M

n/a

2019

Mar 31, 2020

$196M

n/a

2018

Mar 26, 2019

$161M

n/a

2017

Feb 13, 2018

$188M

$160M

n/a

2016

Mar 29, 2017

$160M

$138M

n/a

2015

Mar 28, 2016

$145M

$125M

n/a

2014

Mar 26, 2015

$143M

$127M

n/a

2013

Mar 18, 2014

$132M

$121M

n/a

2012

Mar 23, 2013

$101M

$92.6M

n/a

2011

Mar 15, 2012

$90.4M

$84.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$304M

$272M

11.7%

$279M

2.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALLWORTH FINANCIAL, L.P.

Dec 31, 2024

Dec 2, 2024

INDIANAPOLIS, IN

Firm absorbed

RIA to ibd

100.0%