CENTERPOINT WEALTH MANAGEMENT, LLC
SEC file number 801-61048
· ZIONSVILLE, IN
https://centerpointsecurities.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$287.9M
Discretionary AUM
$287.9M
Employees
5
Clients
9
Firm
- Address
- 56 N. MAIN STREET
ZIONSVILLE, IN 46077 - Phone
- —
- Website
- https://centerpointsecurities.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
- ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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