Centerpoint Advisors, Llc
- Regulatory AUM
- $732M
- Discretionary
- $732M
- Clients
- 502
- Avg AUM / client
- $1.5M
- Accounts
- 1,055
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 297 | $65.5M | 8.95% |
| High net worth individuals | 201 | $663M | 90.6% |
| Pension and profit sharing plans | 3 | $159K | 0.02% |
| Charitable organizations | 1 | $2.9M | 0.39% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Artemis Consulting, Llc 401(k) Profit Sharing Plan Artemis Consulting, Llc | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jennifer Michelle Wolfsberg | Managing Member / Chief Compliance Officer | Mar 2011 (15y) | 50% – 75% | |
| John Edward Wolfsberg | Managing Member And Director Of Fixed Income | Jul 2011 (15y) | 25% – 50% | |
| Olga Poltoratskaya Okaty | Registered representative | Aug 2011 (15y) | ||
| Lori D Patterson | Registered representative | Jun 2012 (14y) | ||
| Mark Johnson Barry | Registered representative | Apr 2013 (13y) | ||
| John David Wolfsberg | Registered representative | Feb 2018 (8y) | ||
| Courtney Claire Summa | Registered representative | Jun 2018 (8y) | ||
| Robert Anthony Norris | Registered representative | May 2019 (7y) | ||
| Kevin Fitzgerald Donohue | Registered representative | Sep 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Artemis Consulting, Llc 401(k) Profit Sharing Plan | Artemis Consulting, Llc | 114 | $10.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $717M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗