Resource Center

Resource Center

At WealthPoint, we value ongoing education and believe it is important to share this knowledge with our friends and clients. Please let us know if you have any issues accessing our resources below.

Form ADV is the uniform form used by investment advisers to register with the Securities and Exchange Commission (SEC) and state securities authorities. Part one contains information about the adviser’s business, ownership, clients, employees, affiliations, and any display events. Part two is a narrative brochure describing advisory services, fee schedule, conflicts of information, and the educational and business background of management and key personnel.

Form CRS succinctly summarizes a firm’s services, applicable fees, disciplinary history, and additional information.

Before you hire someone to be your investment adviser, always ask for, and read carefully, all parts of the adviser’s Form ADV.

Download ADV II 3-23-21

Download Form CRS 2021.


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