# BASEPOINT WEALTH, LLC

BASEPOINT WEALTH, LLC of CEDAR RAPIDS, IA is an SEC-registered investment adviser.

## Registration

- CRD: 289538
- Type: SEC-registered investment adviser
- SEC file number: 801-111782
- Location: 4144 GOLF STREET NE, CEDAR RAPIDS, IA, 52402
- Phone: (319) 826-1898
- Latest filing: 2026-02-06
- Regulatory AUM: $883.8M
- Discretionary AUM: $874.8M
- Non-discretionary AUM: $9.1M
- Clients: 24
- Accounts: 3,715

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Corporations, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| William Allen Wallace | CHIEF INVESTMENT OFFICER AND MANAGING MEMBER" | — |
| Kathryn Marsh Wallace | MANAGING MEMBER, SENIOR WEALTH ADVISOR | — |
| Landis Tyler Wiley | MEMBER, SENIOR WEALTH ADVISOR | — |
| Bryan Jennings Knudson | MEMBER, SENIOR WEALTH ADVISOR | — |
| Katherine Emma Kula | MEMBER, CHIEF COMPLIANCE OFFICER | — |
| WALLACE WILLIAM ALLEN | CHIEF INVESTMENT OFFICER AND MANAGING MEMBER"; MANAGING MEMBER AND CHIEF INVESTMENT OFFICER; MANAGING MEMBER, DIRECTOR OF WEALTH MANAGEMENT | — |
| WALLACE KATHRYN MARSH | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER; MANAGING MEMBER, SENIOR WEALTH ADVISOR | — |
| WILEY LANDIS TYLER | MANAGING MEMBER, SENIOR WEALTH ADVISOR; MEMBER, SENIOR WEALTH ADVISOR | — |
| KNUDSON BRYAN JENNINGS | MANAGING MEMBER, SENIOR WEALTH ADVISOR; MEMBER, SENIOR WEALTH ADVISOR | — |
| ORTGIES KATHERINE EMMA | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| KULA KATHERINE EMMA | MEMBER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289538/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289538/similar
- Related entities: https://search.stillhousedata.com/firm/289538/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289538

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.