DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Wealthpoint Advisors LLC

Former SEC-registered adviserIndianapolis, IndianaCRD 151723SEC 801-71645websiteIAPD
Latest filing Mar 27, 2024
First filing on the tape Mar 15, 2012 · 21 filings
SEC status approved since Jul 23, 2010
RAUM
$304M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
89%
$270M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$304M as of Mar 27, 2024
Mar 15, 2012$90.4M then
HNW client RAUM$241M as of Mar 27, 2024
Feb 13, 2018$133M then
State-registered IARs (5.B.3)4 as of Mar 27, 2024
Mar 15, 20120 then
Employees (5.A)6 as of Mar 27, 2024
Mar 23, 20135 then
Private funds: no history
RAUM +12% over the last fiscal year+2.9% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 27, 2024; every figure names its basis
RAUM per advisor
$75.9MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
40derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.2MderivedHNW RAUM over HNW clients
Average account
$529,089derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
3.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+12%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-1.8%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$241M79%
  • Individuals$29.8M9.8%
  • Corporations and businesses$22.8M7.5%
  • Charitable organizations$7.3M2.4%
  • Pension and profit-sharing plans$3.1M1.0%
Individual clients
85reported
HNW clients
76reported
Pension plan clients
n/areported
Charitable clients
12reported
Accounts
574reported
Financial planning clients
51-100reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Michael Brent Walker · Managing Member/Chief Compliance Officercontrol
      since 09/2009 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Indianapolis, In · principal000
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 562 to 574
      Mar 31, 2023 to Mar 27, 2024
    • Charity clients · 9 to 12
      Mar 31, 2023 to Mar 27, 2024
    • Corporate clients · 8 to 11
      Mar 31, 2023 to Mar 27, 2024
    • HNW clients · 66 to 76
      Mar 31, 2023 to Mar 27, 2024
    • Individual clients · 98 to 85
      Mar 31, 2023 to Mar 27, 2024
    • Discretionary RAUM · $272M to $304M
      Mar 31, 2023 to Mar 27, 2024
    • HNW RAUM · $213M to $241M
      Mar 31, 2023 to Mar 27, 2024
    • Individual RAUM · $32.3M to $29.8M
      Mar 31, 2023 to Mar 27, 2024
    • Pension RAUM · $2.2M to $3.1M
      Mar 31, 2023 to Mar 27, 2024
    • RAUM · $272M to $304M
      Mar 31, 2023 to Mar 27, 2024
    • Accounts · 598 to 562
      Aug 26, 2022 to Mar 31, 2023
    • Advisory employees · 6 to 4
      Aug 26, 2022 to Mar 31, 2023
    • Charity clients · 10 to 9
      Aug 26, 2022 to Mar 31, 2023
    • HNW clients · 75 to 66
      Aug 26, 2022 to Mar 31, 2023
    • Individual clients · 102 to 98
      Aug 26, 2022 to Mar 31, 2023
    • Employees · 7 to 6
      Aug 26, 2022 to Mar 31, 2023
    • State-registered IARs · 6 to 4
      Aug 26, 2022 to Mar 31, 2023
    • Discretionary RAUM · $293M to $272M
      Aug 26, 2022 to Mar 31, 2023
    • HNW RAUM · $230M to $213M
      Aug 26, 2022 to Mar 31, 2023
    • Individual RAUM · $31.2M to $32.3M
      Aug 26, 2022 to Mar 31, 2023
    • Pension RAUM · $1.9M to $2.2M
      Aug 26, 2022 to Mar 31, 2023
    • RAUM · $293M to $272M
      Aug 26, 2022 to Mar 31, 2023
    • Accounts · 671 to 598
      Mar 29, 2022 to Mar 30, 2022
    • HNW clients · 74 to 75
      Mar 29, 2022 to Mar 30, 2022
    • Individual clients · 103 to 102
      Mar 29, 2022 to Mar 30, 2022
    • Discretionary RAUM · $318M to $293M
      Mar 29, 2022 to Mar 30, 2022
    • HNW RAUM · $250M to $230M
      Mar 29, 2022 to Mar 30, 2022
    • Individual RAUM · $36.0M to $31.2M
      Mar 29, 2022 to Mar 30, 2022
    • RAUM · $318M to $293M
      Mar 29, 2022 to Mar 30, 2022
    • Accounts · 480 to 671
      Mar 30, 2021 to Mar 29, 2022
    • Charity clients · 8 to 10
      Mar 30, 2021 to Mar 29, 2022
    • Corporate clients · 6 to 8
      Mar 30, 2021 to Mar 29, 2022
    • HNW clients · 60 to 74
      Mar 30, 2021 to Mar 29, 2022
    • Individual clients · 96 to 103
      Mar 30, 2021 to Mar 29, 2022
    • Discretionary RAUM · $236M to $318M
      Mar 30, 2021 to Mar 29, 2022
    • HNW RAUM · $177M to $250M
      Mar 30, 2021 to Mar 29, 2022
    • Individual RAUM · $30.2M to $36.0M
      Mar 30, 2021 to Mar 29, 2022
    • Pension RAUM · $1.7M to $1.9M
      Mar 30, 2021 to Mar 29, 2022
    • RAUM · $236M to $318M
      Mar 30, 2021 to Mar 29, 2022
    • Accounts · 627 to 480
      Mar 29, 2021 to Mar 30, 2021
    Signals
    10 dated events
    • Wealthpoint Advisors Llc no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $303.7M)
      Feb 3, 2025 · Left the SEC roster · derived
    • Jack Newcomer left Wealthpoint Advisors Llc for Allworth Financial, L.P. (registered 2024-12-02)
      Dec 31, 2024 · Advisor changed firm · fact
    • Matthew Patrick Holmes left Wealthpoint Advisors Llc for Allworth Financial, L.P. (registered 2024-12-02)
      Dec 31, 2024 · Advisor changed firm · fact
    • Brent Walker left Wealthpoint Advisors Llc for Allworth Financial, L.P. (registered 2024-12-02)
      Dec 31, 2024 · Advisor changed firm · fact
    • Wealthpoint Advisors LLC's advisors moved to Allworth Financial, L.P. (Indianapolis, IN): 3 of 3 registered, on the same day
      Dec 31, 2024 · Firm absorbed (people side) · derived
    • Bryan Robert Byrer left Wealthpoint Advisors Llc for Deerfield (registered 2024-09-16)
      Aug 21, 2024 · Advisor changed firm · fact
    • Nathan W Eix left Wealthpoint Advisors Llc for Truepoint, Inc. (registered 2025-05-05)
      Dec 18, 2023 · Advisor changed firm · fact
    • Joshua B Bentz left Wealthpoint Advisors Llc for Truepoint, Inc. (registered 2023-03-24)
      Mar 22, 2023 · Advisor changed firm · fact
    • Brianna Mieko Black left Wealthpoint Advisors Llc for Financial Life Advisors (registered 2022-11-09)
      Nov 7, 2022 · Advisor changed firm · fact
    • Daniel Alexander Perkins left Wealthpoint Advisors Llc for Perkins Wealth Advantage (registered 2022-04-18)
      Jun 1, 2022 · Advisor changed firm · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026