# WESTPOINT WEALTH MANAGEMENT, LLC

WESTPOINT WEALTH MANAGEMENT, LLC of BEREA, OH is an SEC-registered investment adviser.

## Registration

- CRD: 310883
- Type: SEC-registered investment adviser
- SEC file number: 801-136605
- Location: 56 FRONT ST, BEREA, OH, 44017
- Phone: 216-4344055
- Latest filing: 2026-07-24
- Regulatory AUM: $106.0M
- Discretionary AUM: $42.0M
- Non-discretionary AUM: $64.0M
- Clients: 9
- Accounts: 810

## Business model

- Compensation: % of AUM, Fixed, Commissions, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| David Earl Herwerden | MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310883/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310883/similar
- Related entities: https://search.stillhousedata.com/firm/310883/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310883

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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.