WESTPOINT WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- BEREA, Ohio
- CRD number
- 310883
- 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
FINTRXOverview
Westpoint Wealth Management, LLC is an independent RIA organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families and combines advisory work with insurance brokerage activity. Its services include financial planning, portfolio management for individuals and small businesses, selection of outside advisers, pension consulting-related work, and educational seminars. Westpoint charges fees via a blend of percentage-of-AUM, fixed fees, commissions and other arrangements. The firm is a capital allocator that uses third-party managers for some exposures and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities22%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Contacts
3 of 9RAYMOND LOUDEN
SpecialistCRD 2299421
SCOTT HANNA
Financial AdvisorCRD 1139312
FREDERICK KERESTURY
Financial AdvisorCRD 5852271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEREA, OH
CUYAHOGA
Location
BEREA, OH
Headquartered in BEREA, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 56 Front St
- Time zone
- ET (UTC-5)
- Office locations
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