Westpoint Wealth Management, LLC

RIASEC RegisteredEst. 2026

Total AUM

$106M

Discretionary

$42M

40% of AUM

Avg account

$131K

Accounts

810

Employees

Advisory reps

Firm details

Headquarters: Berea, Ohio
CRD number: 310883
Registered since: June 26, 2026
Website: www.westpointwealth.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Other
Client types: HNWI62.26%
Individuals37.74%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Westpoint Wealth Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is registered with the SEC (registration year listed as 2026) and describes itself as a capital allocator working primarily with individual and family clients. Its advisory remit covers financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. Westpoint also operates as an insurance broker and employs a mixed fee approach that includes percentage-of-AUM fees, fixed fees, commissions, and other fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or related adviser.