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 remained stable from approximately 2 to 2 employees based on available data.

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WealthPoint Advisors Employee Directory

Financial ServicesIndiana, United States2-10 Employees

Indianapolis-based WealthPoint Advisors provides fee-only wealth management and financial planning services to high net-worth individuals, retirement plans, corporations and non-profit organizations. 

As a fee-only Registered Investment Advisor Firm, we are bound by our fiduciary responsibilities to our clients and provide unbiased, personalized counsel.

Our wealth management consulting process allows us to become better acquainted with our clients, their current financial status and their future goals. 

Unlike many financial planners who may gather your information and encourage you to “sign up” for services, we strategically move through the process to ensure we provide the best possible investment advice.

We are approved to be one of the exclusive Registered Investment Advisors who is allowed to invest our clients in DFA Funds (Dimensional Fund Advisors). See www.dfaus.com.

Find WealthPoint Advisors employees' phone numbers or email addresses

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%

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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