Northpoint Wealth Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,981,272
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
—
About
Northpoint Wealth Financial Services, LLC is a state-registered investment adviser that provides discretionary portfolio management primarily through third‑party platforms and pooled solutions. The firm advises accounts established on the Altruist custodial platform and may recommend third‑party programs such as Dunham’s Custom Asset Allocation Plan, while also accepting individual retirement, small‑business, and trust accounts.
The firm implements investment strategies using model portfolios, the Altruist Model Marketplace, and third‑party allocation programs, with an emphasis on asset‑allocation diversification and periodic rebalancing. Northpoint has added tax‑management functionality for taxable accounts — including tax‑sensitive rebalancing and tax‑loss harvesting — and conducts ongoing discretionary monitoring of client portfolios.
What distinguishes Northpoint from many peers is its participation in wrap‑style and model marketplace programs (through Dunham and Altruist), a structure that is uncommon for firms in this category, and its servicing of non‑high‑net‑worth individual clients as well as pension or profit‑sharing plan clients. As a small, single‑advisor practice that recently confirmed continued operations, the firm also makes use of platform subscription options and applies a separate charge for monitoring certain cash sweep balances, which may affect how services are delivered.
Client services
Portfolio management
Expertise
Tax-loss harvesting
Retirement income strategy
Active portfolio management
General retirement planning
Fee options
$1,000,000+: 0.75% annually $100,000 - $999,999: up to 1.50% annually
0.25% annually for advisory service on cash balances in Altruist Cash Account (high-yield cash)
Account minimum: $100,000
Main office location
Northpoint Wealth Financial Services, LLC
Tulsa OK, United States
Number of offices
1
Most active in
Northpoint Wealth Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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