CenterPoint Wealth Management is an independent boutique wealth management firm and family office. Formed in 2001, CenterPoint serves high net worth families and business owners with investment strategy, asset management, estate planning, income tax planning, comprehensive financial planning and other family office related services.
View Top Employees from CenterPoint Wealth Management, LLC| Website | http://www.centerpointwm.com |
| Revenue | $5.8 million |
| Employees | 7 (7 on RocketReach) |
| Founded | 2001 |
| Address | 56 N. Main St., Zionsville, Indiana 46077, US |
| Phone | (317) 973-7700 |
| Technologies |
JavaScript,
HTML,
Twitter
+8 more
(view full list)
|
| Industry | Financial Services, Finance General, Finance |
| Competitors | Massey Quick Simon & Co., LLC, Poulos Advisors, Inc., Radnor Financial Advisors, LLC, Selkirk Wealth Advisors, LLC, Thomas Financial Company |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular CenterPoint Wealth Management, LLC employee's phone or email?
CenterPoint Wealth Management, LLC Questions
The CenterPoint Wealth Management, LLC annual revenue was $5.8 million in 2024.
7 people are employed at CenterPoint Wealth Management, LLC.
CenterPoint Wealth Management, LLC is based in Zionsville, Indiana.
The NAICS codes for CenterPoint Wealth Management, LLC are [5239, 52393, 52, 523].
The SIC codes for CenterPoint Wealth Management, LLC are [628, 62].
Top CenterPoint Wealth Management, LLC Employees
-
22
-
ViewPatrick Hoehne
Portfolio Manager and Research Analyst at CenterPoint Wealth Management, LLC
Carmel, Indiana, United States31 -
12
-
11
Related Companies
