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CENTERPOINT WEALTH MANAGEMENT, LLC

ZIONSVILLE, IN · CRD 119656 · IAPD ↗ · centerpointwm.com · (317) 973-7700

$287.9MRegulatory AUM
3Advisory reps
5Employees
9Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — CENTERPOINT WEALTH MANAGEMENT, LLC (ZIONSVILLE, IN) left the SEC roster (was $287.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
March 2024 — CENTERPOINT WEALTH MANAGEMENT, LLC reported RAUM up 27% ($225.8M -> $287.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.