What departments does WealthPoint Advisors have?

WealthPoint Advisors has employees across 2 departments including Support, Customer Success.

What is the largest department at WealthPoint Advisors?

The largest department at WealthPoint Advisors is Support with 1 employees.

Where are WealthPoint Advisors employees located globally?

WealthPoint Advisors has employees across 1 continents and 1 countries including United States Of America.

How has WealthPoint Advisors's team size changed over time?

WealthPoint Advisors's team has decreased from approximately 2 to 1 employees based on available data.

WealthPoint Advisors Employee Directory

Financial ServicesIndiana, United States2-10 Employees

WealthPoint Advisors is a financial services firm based in Indianapolis, Indiana, that offers fee-only wealth management and financial planning for high net-worth individuals, retirement plans, corporations, and non-profit organizations. As a Registered Investment Advisor, the firm adheres to fiduciary responsibilities, delivering unbiased, personalized guidance through a process designed to understand clients’ current finances and future goals before proposing investment strategies. The company operates within the wealth management sector and differentiates itself by emphasizing a structured, client-centered approach to investment advice and by being approved to invest clients in Dimensional Fund Advisors funds. The firm is relatively small in size, reflecting its local focus and specialized service model. The information provided does not indicate the year of founding beyond its Indianapolis base and does not include further developments beyond the described advisory relationship and fiduciary stance.

WealthPoint Advisors Global Highlights

North America
4

United States Of America
4

WealthPoint Advisors's Leadership

J. F.
Support Advisor
Mobile Phone
Email
L. T.
Client Service Administrator
Mobile Phone
Email

WealthPoint Advisors Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from WealthPoint Advisors

Name

Title

Contact Info

Location

Last Update

J. F.
Support Advisor
Mobile Phone
Email
United StatesMichigan
Oct 17, 2024
L. T.
Client Service Administrator
Mobile Phone
Email
United StatesGeorgia
Oct 17, 2024

Frequently Asked Questions

What is WealthPoint Advisors known for?

WealthPoint Advisors was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 8520 Allison Pointe Boulevard Suite 230 Indianapolis, Indiana 46250 United States; you can contact the main corporate office by phone at

+1-317-818-****

. Explore WealthPoint Advisors's company overview page for more information.

What is WealthPoint Advisors's most common email format?

WealthPoint Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WealthPoint Advisors email formats with LeadIQ.

How many employees does WealthPoint Advisors have currently?

WealthPoint Advisors has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are WealthPoint Advisors's key employees and leadership?

As of February 2026, WealthPoint Advisors's key employees include:

Support Advisor: J. F.
Client Service Administrator: L. T.

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WealthPoint Advisors Employee Directory

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