Sunpointe Investments

Firm record

As recorded in SEC IAPD

Firm CRD

282505

SEC number

801-118361

Firm type

RIA

Assets under management

$790.7M as of Feb 6, 2026

Website

www.sunpointeinvestments.com ↗

Phone

(314) 880-0821

Address

8301 Maryland Avenue, St. Louis, MO, 63105

Advisors at this firm

11 in our index · page 1 of 1

• Lee Michael BoudourisCRD 5997782 · St. Louis, MO
  IA Registered
• John Patrick DwyerCRD 3255772 · Clayton, MO
  IA RegisteredRegistration inactive
• Lisa Schiffer GreenCRD 2373295 · Bryn Mawr, PA
  IA Registered
• Ryan Douglas HeidenreichCRD 5608881 · St. Louis, MO
  IA RegisteredRegistration inactive
• Kevin KaletaCRD 7352471 · St. Louis, MO
  IA Registered
• Robert Henry MooneyCRD 2553806 · St. Louis, MO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kyle Robert NeeseCRD 6647866 · St. Louis, MO
  IA RegisteredRegistration inactive
• Michael Matthew PompianCRD 1827742 · St. Louis, MO
  IA Registered
• Angela Dowson PompianCRD 6925673 · St. Louis, MO
  IA Registered
• Benjamin Drew TuscaiCRD 6546800 · King Of Prussia, PA
  IA RegisteredRegistration inactive
• Matthew J ZeiglerCRD 5488370 · Wyoming, PA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.