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Noah Wolthuis

CFP®
ON POINT CRNA
Plainwell, MI
·CRD# 6959851·6 years experience

Professional Summary

Noah Wolthuis, CFP®, who also goes by Noah-michael Wolthuis, is a registered financial advisor currently at ON POINT CRNA located in Plainwell, Michigan. Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Noah has worked at 3 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Noah-Michael Wolthuis

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

6 years in the financial services industry

Current & Past Employments

ON POINT CRNA·CRD# 312142
RIA
Plainwell, MI
January 8, 2026 - Present
ZHANG FINANCIAL·CRD# 159257
RIA
Portage, MI
July 23, 2025 - January 3, 2026
PRAIRIEVIEW PARTNERS, LLC·CRD# 145743
RIA
St. Paul, MN
May 6, 2021 - July 24, 2025

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Current Firm

ON POINT CRNA
ON POINT CRNA

BARNHART WEALTH MANAGEMENT | ON POINT CRNA | BARNHART WEALTH MANAGEMENT LLC

CRD#: 312142 / SEC#: 801-137474
RIA
Registered Investment Advisory firm - SEC (10/9/2026 Approved)
Florida
Registered Investment Advisory firm - Florida (10/13/2026 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (10/13/2026 Termination Requested)
Michigan
Registered Investment Advisory firm - Michigan (10/13/2026 Termination Requested)
Ohio
Registered Investment Advisory firm - Ohio (10/13/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/13/2026 Termination Requested)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Washington, MI

Phone Number

(586) 277-0722

# of Employees

4

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026-09-08 BARNHART WEALTH MANAGEMENT FORM ADV PART 2A (9/8/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,370

AUM (Assets Under Management)

$100,000,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ON POINT CRNA
ON POINT CRNA

BARNHART WEALTH MANAGEMENT | ON POINT CRNA | BARNHART WEALTH MANAGEMENT LLC

CRD#: 312142 / SEC#: 801-137474
RIA
Registered Investment Advisory firm - SEC (10/9/2026 Approved)
Florida
Registered Investment Advisory firm - Florida (10/13/2026 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (10/13/2026 Termination Requested)
Michigan
Registered Investment Advisory firm - Michigan (10/13/2026 Termination Requested)
Ohio
Registered Investment Advisory firm - Ohio (10/13/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (10/13/2026 Termination Requested)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Michigan
(1/8/2026)
IAR
Texas
(1/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2021About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Noah Wolthuis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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