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WESTPOINT WEALTH MANAGEMENT, LLC
CRD 310883 · SEC 801-136605
56 FRONT ST, BEREA, OH, 44017, United States
Phone
216-4344055
Fax
866.640.7908
Registration
— (—)
Source
State registered
Total AUM
$106.0M
Discretionary AUM
$42.0M
Team
9 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Commissions; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 541 | $40.0M |
| High net worth individuals | 41 | $66.0M |
All web addresses on file
- https://www.linkedin.com/in/r-scott-louden-43a16ab2/
- https://www.linkedin.com/in/david-herwerden/
- https://www.westpointessentials.com/
- https://www.linkedin.com/in/tim-noe-8805a47/
- https://www.linkedin.com/in/frederickprotectsllff/
- https://www.linkedin.com/in/matthewdheck/
- https://www.linkedin.com/in/terrence-heil-b6033b7/
- https://www.westpointwealth.com/
- https://www.linkedin.com/in/frederickprotectsllff/
- https://www.linkedin.com/in/brocstradley/
- http://linkedin.com/company/westpoint-wealth-management-llc
- http://facebook.com/westpointwealth
- https://www.linkedin.com/in/scott-hanna-ba69b663/
Official SEC filing: View on IAPD