Lance Wordelmann
Financial advisor at Counterpoint Mutual Funds LLC
Last updated 2026-10-10
Claim your profileLance Wordelmann is a financial advisor at Counterpoint Mutual Funds LLC, CRD 4060182. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2015-10-05.
Registration
- CRD number
- 4060182
- Registration status
- Active
- IAPD registration
- 2015-10-05
- Industry Experience
- 11 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 65
Work history
- 2016-09 to 2017-03 · Osprey Partners, LLC · New York, NY
- 2017-07 to 2019-10 · Pacer Financial, Inc. · Malver, PA
- 2017-04 to 2017-07 · Unemployed · Boynton Beach, FL
- 2019-11 to 2020-05 · Cfra Research · Boynton Beach, FL
- 2020-05 to 2021-01 · Unemployed · Boynton Beach, FL
- 2021-02 to Present · Northern Lights Distributors, LLC · Elkhorn, NE
- 2021-01 to Present · Cp Distributors, Inc. · San Diego, CA
- 2026-01 to Present · Counterpoint Mutual Funds · Boynton Beach, FL
Current employment
- Counterpoint Funds · San Diego, CA
Counterpoint Mutual Funds LLC
- Regulatory AUM
- $3,238,897,410
- Registered advisors
- 5
- Offices
- 5
- Clients per advisor
- 1.0 (Low)
- Average AUM per client
- $647.8M (High)
- High-net-worth client ratio
- 0.0% (Low)
Counterpoint Mutual Funds LLC: advisors, services and reported ETF investments
About
Lance Wordelmann is a financial advisor at Counterpoint Funds, operating as Counterpoint Mutual Funds LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 11 years of industry experience and 10 years of reported work history. Reported roles include Counterpoint Mutual Funds, Northern Lights Distributors, LLC, Cp Distributors, Inc., Unemployed, among others.
Counterpoint Mutual Funds LLC's firm-level Form ADV reports 5 advisors across 5 offices; approximately 1.0 clients per advisor, average assets per client of $647,779,482, and regulatory AUM of $3.2B; client categories including Investment companies; services including Portfolio Management: Investment Companies, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $435M across 4 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Lance Wordelmann personally.
Reported ETF positions
Counterpoint Mutual Funds reports 4 ETF positions worth $435M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $154.1M |
| USHY — iShares Broad USD High Yield Corporate Bond ETF | $112.3M |
| JNK — State Street SPDR Bloomberg High Yield Bond ETF | $84.4M |
| HYG — iShares iBoxx $ High Yield Corporate Bond ETF | $84.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Counterpoint Mutual Funds's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $154.1M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $154.1M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IVV — iShares Core S&P 500 ETF | $154.1M | Top 94.8% | Residual alpha +0.01% · Residual Sharpe 0.00 |
| Diversification Benefits | HYG — iShares iBoxx $ High Yield Corporate Bond ETF | $84.2M | Top 21.0% | Replicability (R²) 97.5% · Residual Sharpe -0.12 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Counterpoint Mutual Funds LLC on Form ADV.
Client services
- Investment Companies
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Other Investment Adviser (Incl. Financial
Contact
The firm's filed contact details.
- Phone: 858-771-4000
- Website: counterpointfunds.com
Official record
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