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 registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year shown as 2026) and positions itself as a capital allocator for individual and family clients. Its business mix blends advisory work with insurance brokerage: fee arrangements include percentage-of-AUM, fixed fees, commissions and other fee types. Advisory services described in filings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. The firm also runs educational seminars and workshops. Westpoint does not identify as an active ESG investor and is not listed as a multi-state or related adviser.