# WestPoint Wealth Management, LLC

WestPoint Wealth Management, LLC is a Multi Family Office based in Berea, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Berea, United States
- **Region:** North America
- **Address:** West Point, NY, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** westpointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/curt-lindsay-9a748489

## Regulatory record

- **CRD number:** 310883
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310883

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Private Wealth

## 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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- [JEM Capital GP](https://altss.com/profile/jem-capital-gp-llc)
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Last updated: 2026-07-06T01:24:28.778Z

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