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Member Manager, Partner · Wealthpoint Advisors

Lauren S. Ivester

CRD 5001776 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthpoint Advisors, an SEC-registered wealth manager based in Cramerton, NC with $147 million in regulatory assets, lists Lauren S. Ivester on its Form ADV as Member Manager, Partner, a control person.

Firms and roles

  • Wealthpoint AdvisorsMember Manager, PartnerWealth manager · Cramerton, NC · $147M in regulatory assets

AtlasMembers

Lauren’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kyle D. SikesMember Manager, Partner, Chief Compliance Officer, Wealthpoint Advisors
  • Cory A. ShufordMember Manager, Partner, Wealthpoint Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lauren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.