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WestPoint Wealth Management, LLC
Westpoint Wealth Management, LLC is an SEC-registered investment adviser in Berea, OH. The firm manages $103 million in assets, with $6 million on a...
Overview
Westpoint Wealth Management, LLC is an SEC-registered investment adviser in Berea, OH. The firm manages $103 million in assets, with $6 million on a discretionary basis. It has 9 employees and 11 investment advisers. WESTPOINT WEALTH MANAGEMENT, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-24, it reported 9 employees; 810 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Commissions, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Multi Family Office
Year founded
1993
Location
Region
North America
Country
United States
City
Berea
Corporate office
West Point, NY, United States
Sector focus
Frequently asked questions
Where is WestPoint Wealth Management registered and regulated?
The firm is registered with the U.S. Securities and Exchange Commission (SEC) as a registered investment advisor (RIA). It complies with state and federal regulations governing fiduciary advisors, with primary filings in New York.
How does WestPoint Wealth Management differentiate from large wealth managers?
Its location in West Point, New York, provides proximity to the U.S. Military Academy and a military-affiliated client base. The firm emphasizes a local, independent fiduciary approach, contrasting with larger national or bank-owned wealth managers.
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